絞り込み結果
並び順
1:17:50EN
20VC with Harry Stebbings· 2026年3月19日ポッドキャスト · 3 人Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Betsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:18:06EN20VC with Harry Stebbings· 2026年3月16日ポッドキャスト · 2 人Gokul Rajaram on Software Moats, AI Products and Venture Returnsゲスト Gokul Rajaram · ホスト 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.
1:21:20EN20VC with Harry Stebbings· 2026年3月12日ポッドキャスト · 3 人Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debateゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:03:53EN20VC with Harry Stebbings· 2026年3月9日ポッドキャスト · 2 人Miles Clements on Cursor, AI Investing and Venture Fund Decisionsゲスト Miles Clements · ホスト 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.
1:25:26EN20VC with Harry Stebbings· 2026年3月5日ポッドキャスト · 3 人Anthropic, Block and Cursor: A 20VC Roundtable on AI and Softwareゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:06:37EN20VC with Harry Stebbings· 2026年2月23日ポッドキャスト · 2 人Lucas Swisher on AI Growth Investing, Fund Size and the Price of Scaleゲスト Lucas Swisher · ホスト Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:03:18EN20VC with Harry Stebbings· 2026年2月21日ポッドキャスト · 2 人Alexander Embiricos on Codex, Coding Agents and the Future of Buildingゲスト Alexander Embiricos · ホスト Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:29:46EN20VC with Harry Stebbings· 2026年2月16日ポッドキャスト · 2 人Klarna CEO Sebastian Siemiatkowski on AI, Software and the Future of Bankingゲスト Sebastian Siemiatkowski · ホスト 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.
1:24:39EN20VC with Harry Stebbings· 2026年2月12日ポッドキャスト · 4 人Mike Cannon-Brookes and 20VC on AI, Software Markets and Leadershipゲスト Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:15:08EN20VC with Harry Stebbings· 2026年2月2日ポッドキャスト · 2 人Oren Zeev on AI, Venture Fund Economics and Investing Against Consensusゲスト Oren Zeev · ホスト Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:23:12EN20VC with Harry Stebbings· 2026年1月22日ポッドキャスト · 3 人Venture Returns, OpenAI Litigation and the Economics of AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:30:52EN20VC with Harry Stebbings· 2026年1月15日ポッドキャスト · 3 人AI Financing, Venture Scale and the Risks Behind Growth Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:27:29EN20VC with Harry Stebbings· 2026年1月8日ポッドキャスト · 3 人AI Chip Deals, Founder Exits and the Future of Workゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:12:54EN20VC with Harry Stebbings· 2025年12月22日ポッドキャスト · 3 人Investors’ 2026 Predictions: AI, Software Valuations and Employmentゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:21:57EN20VC with Harry Stebbings· 2025年12月18日ポッドキャスト · 3 人Cursor, Figma and the Race to Build Across AI Workflowsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:11:52EN20VC with Harry Stebbings· 2025年12月15日ポッドキャスト · 2 人David George on Venture Fund Scale, AI Economics and Backing Foundersゲスト David George · ホスト Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:35:32EN20VC with Harry Stebbings· 2025年12月11日ポッドキャスト · 3 人SpaceX Valuations, Harvey’s Growth and the Risks Behind AI Dealsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:11:42EN20VC with Harry Stebbings· 2025年12月4日ポッドキャスト · 3 人Eventbrite, Databricks and the Search for Durable Software Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:17:01EN20VC with Harry Stebbings· 2025年12月1日ポッドキャスト · 2 人Jonathan Siddharth on AI Training Data, Enterprise Agents and the Future of Workゲスト Jonathan Siddharth · ホスト Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
1:32:23EN20VC with Harry Stebbings· 2025年11月27日ポッドキャスト · 3 人Anthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI Raceゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:26:40EN20VC with Harry Stebbings· 2025年11月20日ポッドキャスト · 4 人AI Coding Valuations, NVIDIA Risk and the Future of Private Marketsゲスト Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:06:06EN20VC with Harry Stebbings· 2025年11月17日ポッドキャスト · 2 人Andrew Ng on AI Infrastructure, Open Models and Building Useful Applicationsゲスト Andrew Ng · ホスト Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:17:11EN20VC with Harry Stebbings· 2025年11月13日ポッドキャスト · 3 人AI Defensibility, Venture Risk and the Difficulty of Timing a Shortゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:26:42EN20VC with Harry Stebbings· 2025年11月10日ポッドキャスト · 2 人Everett Randle on Venture Fund Size, AI Margins and Founder Partnershipsゲスト Everett Randle · ホスト Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.