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1:27:39EN
20VC with Harry Stebbings· 23 juil. 2026Podcast · 3 voix20VC Roundtable on Open Models, AI Economics and Payments DealsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:26:12EN20VC with Harry Stebbings· 16 juil. 2026Podcast · 3 voix20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:17:01EN20VC with Harry Stebbings· 20 oct. 2025Podcast · 2 voixDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollInvité : Alex Bouaziz · Anime : Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
51:06EN20VC with Harry Stebbings· 18 juil. 2025Podcast · 2 voixScott Wu on Cognition's Windsurf Deal and the Future of AI CodingInvité : Scott Wu · Anime : Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:22:54EN20VC with Harry Stebbings· 17 juil. 2025Podcast · 3 voixWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:12:57EN20VC with Harry Stebbings· 10 juil. 2025Podcast · 3 voixMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
1:15:40EN20VC with Harry Stebbings· 3 juil. 2025Podcast · 3 voixFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:19:29EN20VC with Harry Stebbings· 22 mai 2025Podcast · 3 voixChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:26:55EN20VC with Harry Stebbings· 24 avr. 2025Podcast · 3 voixVenture Liquidity, Endowments and AI Investing in 2025Invité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:20:50EN20VC with Harry Stebbings· 3 juin 2024Podcast · 2 voixJason Lemkin on SaaS Valuations, Private Equity and the Liquidity ProblemInvité : Jason Lemkin · Anime : Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
54:32EN20VC with Harry Stebbings· 20 mai 2024Podcast · 2 voixNikesh Arora on Competition, Acquisitions and Leading Through ChangeInvité : Nikesh Arora · Anime : Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
59:00EN20VC with Harry Stebbings· 1 mai 2024Podcast · 2 voixMark Suster on Venture Fundraising, Liquidity and Exit PricesInvité : Mark Suster · Anime : Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:08:30EN20VC with Harry Stebbings· 8 avr. 2024Podcast · 2 voixBastian Lehmann on Selling Postmates, Starting Again and the Future of AIInvité : Bastian Lehmann · Anime : Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
1:02:30EN20VC with Harry Stebbings· 15 mars 2024Podcast · 2 voixLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskInvité : Luca Ferrari · Anime : Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:08:17EN20VC with Harry Stebbings· 1 mars 2024Podcast · 2 voixFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing DebateInvité : Frank Quattrone · Anime : Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
1:14:40EN20VC with Harry Stebbings· 10 janv. 2024Podcast · 3 voixEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvité : Ed Sim, Jamin Ball · Anime : Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
1:13:41EN20VC with Harry Stebbings· 5 juin 2023Podcast · 2 voixTJ Parker on Building PillPack and Selling to AmazonInvité : TJ Parker · Anime : Harry StebbingsThe pharmacist and founder recounts the early customer-acquisition challenge, network disputes, leadership decisions and acquisition process.