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1:30:48ENDavid 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.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvité : Avishai Abrahami · Anime : Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvité : Mitchell Green · Anime : Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsInvité : Eran Zinman · Anime : Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleInvité : Lucas Swisher · Anime : Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingInvité : Sebastian Siemiatkowski · Anime : Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationInvité : Anish Acharya · Anime : Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionInvité : Maor Shlomo · Anime : Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:23:11ENBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityInvité : Byron Deeter · Anime : Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
1:07:38ENAman Narang on Building Toast: Speed, Focus and Scaling a Restaurant PlatformInvité : Aman Narang · Anime : Harry StebbingsThe Toast co-founder explains how the company pivoted to point of sale, learned to scale its team and expanded into payments and lending.
1:05:48ENKaz Nejatian on Shopify: Building Complete Products and a Company for the Long TermInvité : Kaz Nejatian · Anime : Harry StebbingsShopify’s COO explains its product culture, internal tools and partnerships, and reflects on remote work, information flow and leadership.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOInvité : Dax Dasilva · Anime : Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.







