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1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvité : Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthInvité : Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.







