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1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:21:57ENCursor, Figma and the Race to Build Across AI WorkflowsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a ShortInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:23:43ENThomas Plantenga and Alex Taussig on Vinted’s Turnaround and Marketplace GrowthInvité : Thomas Plantenga, Alex Taussig · Anime : Harry StebbingsThe Vinted CEO and Lightspeed investor discuss pricing, cross-border expansion, acquisition economics and the limits of simple metrics.
55:54ENSpotify, Adobe and LinkedIn Product Leaders on Designing for AIInvité : Gustav Soderstrom, Scott Belsky, Tomer Cohen · Anime : Harry StebbingsGustav Söderström, Scott Belsky and Tomer Cohen discuss interfaces, model costs, data and business models in an AI transition.
1:20:58ENKevin Systrom and Mike Krieger on Partnership, Recommendations and ArtifactInvité : Kevin Systrom, Mike Krieger · Anime : Harry StebbingsInstagram’s founders discuss building together again, the cold-start problem in personalized feeds and the lessons they brought to a new startup.









