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59:41EN
20VC with Harry Stebbings· 22 oct. 2026Podcast · 3 voix20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:17:09EN20VC with Harry Stebbings· 15 oct. 2026Podcast · 3 voix20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:19:28EN20VC with Harry Stebbings· 17 sept. 2026Podcast · 3 voixAI Safety, Personal Agents and the Venture Market’s Uneven ExitsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
1:29:42EN20VC with Harry Stebbings· 13 août 2026Podcast · 3 voix20VC on AI Competition, Founder Control and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:18:23EN20VC with Harry Stebbings· 6 août 2026Podcast · 4 voix20VC on AI Security, Software Deals and the Economics of ComputeInvité : Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:18:07EN20VC with Harry Stebbings· 2 juil. 2026Podcast · 3 voix20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:19EN20VC with Harry Stebbings· 30 avr. 2026Podcast · 3 voixAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:19:18EN20VC with Harry Stebbings· 26 mars 2026Podcast · 3 voixSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:37:01EN20VC with Harry Stebbings· 19 févr. 2026Podcast · 3 voixAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:24:39EN20VC with Harry Stebbings· 12 févr. 2026Podcast · 4 voixMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipInvité : Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:37:14EN20VC with Harry Stebbings· 5 févr. 2026Podcast · 3 voixSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:18:04EN20VC with Harry Stebbings· 29 janv. 2026Podcast · 3 voixBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.