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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 24 sept. 2026Podcast · 2 voixThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearAnime : Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
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.
1:27:01EN
Cognitive Revolution "How AI Changes Everything"· 2 août 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToAnime : Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
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.
1:30:20EN
Lex Fridman· 25 mars 2024Podcast · 2 voixDana White Built the UFC From What He Loved — and Hated — About BoxingInvité : Dana White · Anime : Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 oct. 2023Podcast · 2 voixThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Anime : Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
2:44:38ENLex Fridman· 23 nov. 2021Podcast · 2 voixPosting a photo of this moment was not a product category yetInvité : Kevin Systrom · Anime : Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04EN
Lenny's PodcastPodcast · 2 voixPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team DesignInvité : Timothy Davis · Anime : Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENLenny's PodcastPodcast · 2 voixInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting AcquiredInvité : Julia Schottenstein · Anime : Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENLenny's PodcastPodcast · 2 voixFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and HiringInvité : Jonathan Lowenhar · Anime : Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENLenny's PodcastPodcastFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models SmarterAnime : Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENLenny's PodcastPodcast · 2 voixMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really OpenInvité : Matt Mullenweg · Anime : Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.