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1:11:14ENVenky 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.
1:16:29ENDavid 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.
1:05:56ENAaron 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.
1:30:48ENDavid 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.
1:06:45ENMatt 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.
1:20:29ENAdam 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.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityInvité : Gili Raanan · Anime : Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture ReturnsInvité : Gokul Rajaram · Anime : Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund DecisionsInvité : Miles Clements · Anime : Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
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.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeInvité : Jerry Murdock · Anime : Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
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.
1:20:02ENAnish 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.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvité : Oren Zeev · Anime : Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:13:06ZH施宏俊:把芒格带到中国,也借芒格重启人生Invité : 施宏俊 · Anime : 张小珺《穷查理宝典》在中国售出超过 115 万册,背后是出版人施宏俊对内容、读者和长期主义的判断。他回顾出版黄金年代、行业渠道变迁,以及芒格如何影响他离开管理岗位,创办芒格书院。
3:02:16ENBitcoin Holders Don't Want the Price to RiseInvité : Anthony Pompliano · Anime : Lex FridmanAnthony Pompliano talks with Lex Fridman about war, sound money, and why more than 95 percent of his net worth sits in Bitcoin.
1:24:56ENThe Social Radar: How Jessica Livingston Read Founders in Ten-Minute InterviewsInvité : Jessica Livingston · Anime : Lenny RachitskyThe Y Combinator co-founder explains what she looked for in early-stage founders, the Airbnb interview she never forgot, and why she started her own podcast.








