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54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvité : Paul Erlanger · Anime : Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
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.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionInvité : Tarek Mansour · Anime : Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthInvité : Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Anime : Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvité : Martin Mignot · Anime : Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.








