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59:41EN20VC: 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.
1:11:14ENVenky 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.
1:26:43EN20VC: 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: 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 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.
1:30:48ENDavid 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.
1:13:06ZH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.








