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1:11:27EN
Invest Like The Best· 27 oct. 2026Podcast · 2 voixCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapInvité : Cliff Sosin · Anime : Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
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SemiAnalysis· 27 oct. 2026Podcast · 4 voixAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
45:34EN
Citadel Securities· 26 oct. 2026Podcast · 2 voixHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipInvité : Henry M. Paulson, Jr. · Anime : Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
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.
1:11:14EN20VC with Harry Stebbings· 5 oct. 2026Podcast · 2 voixVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvité : Venky Ganesan · Anime : Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
0:33EN
Matthew Berman· 17 sept. 2026Anthropic's IPO and AI Safety: A Question of ConsistencyMatthew Berman, Christian Catalini · Forward FutureIn a short interview excerpt, Matthew Berman and economist Christian Catalini question how a planned public offering relates to warnings about advanced AI risk.
1:16:29EN20VC with Harry Stebbings· 14 sept. 2026Podcast · 2 voixDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvité : David Morehead · Anime : Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:25:00EN
Jane Street· 2 sept. 2026Eric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
1:05:56EN20VC with Harry Stebbings· 31 août 2026Podcast · 2 voixAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvité : Aaron Katz · Anime : Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC with Harry Stebbings· 27 août 2026Podcast · 3 voix20VC: AI Funding, Model Competition and the Economics of AgentsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 20 août 2026Podcast · 3 voix20VC: AI Acquisitions, Model Costs and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
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.
1:30:48EN20VC with Harry Stebbings· 8 août 2026Podcast · 2 voixDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvité : David Frankel · Anime : Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:06:45EN20VC with Harry Stebbings· 27 juil. 2026Podcast · 2 voixMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvité : Matt Murphy · Anime : Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:15:56EN20VC with Harry Stebbings· 11 juin 2026Podcast · 3 voix20VC on IPO Expectations, Lean AI Startups and Investor RiskInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 4 juin 2026Podcast · 3 voix20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:17EN20VC with Harry Stebbings· 21 mai 2026Podcast · 3 voixAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 14 mai 2026Podcast · 3 voixAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 7 mai 2026Podcast · 3 voixAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
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.
1:20:29EN20VC with Harry Stebbings· 27 avr. 2026Podcast · 2 voixAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvité : Adam Foroughi · Anime : Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
1:50:05EN20VC with Harry Stebbings· 23 avr. 2026Podcast · 3 voixCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:03:25EN20VC with Harry Stebbings· 18 avr. 2026Podcast · 3 voixJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvité : Jake Paul, Geoffrey Woo · Anime : Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
1:30:31EN20VC with Harry Stebbings· 16 avr. 2026Podcast · 3 voixAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.Charger plus24 sur 230 affichés