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20VC with Harry Stebbings· 22 oct. 2026Podcast · 3 voix20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:26:43EN20VC with Harry Stebbings· 27 août 2026Podcast · 3 voix20VC: AI Funding, Model Competition and the Economics of AgentsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 20 août 2026Podcast · 3 voix20VC: AI Acquisitions, Model Costs and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· 13 août 2026Podcast · 3 voix20VC on AI Competition, Founder Control and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:15:56EN20VC with Harry Stebbings· 11 juin 2026Podcast · 3 voix20VC on IPO Expectations, Lean AI Startups and Investor RiskInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 4 juin 2026Podcast · 3 voix20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:17EN20VC with Harry Stebbings· 21 mai 2026Podcast · 3 voixAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 14 mai 2026Podcast · 3 voixAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 7 mai 2026Podcast · 3 voixAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 30 avr. 2026Podcast · 3 voixAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 23 avr. 2026Podcast · 3 voixCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:03:25EN20VC with Harry Stebbings· 18 avr. 2026Podcast · 3 voixJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvité : Jake Paul, Geoffrey Woo · Anime : Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
1:30:31EN20VC with Harry Stebbings· 16 avr. 2026Podcast · 3 voixAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:32:21EN20VC with Harry Stebbings· 9 avr. 2026Podcast · 3 voixAI Financing, Model Routing and Security Risks: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
1:12:41EN20VC with Harry Stebbings· 2 avr. 2026Podcast · 3 voixAI 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.
1:19:18EN20VC with Harry Stebbings· 26 mars 2026Podcast · 3 voixSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:17:50EN20VC with Harry Stebbings· 19 mars 2026Podcast · 3 voixNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:21:20EN20VC with Harry Stebbings· 12 mars 2026Podcast · 3 voixAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:21:53EN20VC with Harry Stebbings· 26 févr. 2026Podcast · 3 voixCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:37:01EN20VC with Harry Stebbings· 19 févr. 2026Podcast · 3 voixAnthropic, 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.
1:37:14EN20VC with Harry Stebbings· 5 févr. 2026Podcast · 3 voixSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:18:04EN20VC with Harry Stebbings· 29 janv. 2026Podcast · 3 voixBrex, 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.