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1:05:56EN
20VC with Harry Stebbings· 2026年8月31日ポッドキャスト · 2 人Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Dataゲスト Aaron Katz · ホスト Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.企業と戦略AI StrategyGo-to-Market+2
1:29:22EN
20VC with Harry Stebbings· 2026年8月29日ポッドキャスト · 2 人Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategyゲスト Eno Reyes · ホスト Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.エージェント工学エンタープライズ AIAI cost & performance+2
1:26:43EN
20VC with Harry Stebbings· 2026年8月27日ポッドキャスト · 3 人20VC: AI Funding, Model Competition and the Economics of Agentsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.Venture CapitalAI StrategyInvesting+2
1:28:28EN
20VC with Harry Stebbings· 2026年8月24日ポッドキャスト · 2 人Julien Bek on Sequoia’s Investment Process, Founder Judgment and AI Marketsゲスト Julien Bek · ホスト Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.Venture CapitalCompany BuildingAI agents+2
1:10:08EN
20VC with Harry Stebbings· 2026年8月22日ポッドキャスト · 2 人Jerry Murdock on AI Financing, Open Models and Technology Cyclesゲスト Jerry Murdock · ホスト Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.Venture CapitalAI cost & performanceエンタープライズ AI+2
1:17:47EN
20VC with Harry Stebbings· 2026年8月20日ポッドキャスト · 3 人20VC: AI Acquisitions, Model Costs and Software Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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.Venture CapitalAI StrategyInvesting+2
1:09:44EN
20VC with Harry Stebbings· 2026年8月17日ポッドキャスト · 2 人Andrew Macdonald on Uber’s Membership Strategy, Autonomy and AIゲスト Andrew Macdonald · ホスト Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.MarketplacesProduct StrategyAutonomous Driving+2
1:20:47EN
20VC with Harry Stebbings· 2026年8月15日ポッドキャスト · 2 人Matt Swulinski on Building and Measuring a Product-Led Growth Engineゲスト Matt Swulinski · ホスト Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.Growth StrategyProduct-Led GrowthAI in sales & marketing+2
1:29:42EN
20VC with Harry Stebbings· 2026年8月13日ポッドキャスト · 3 人20VC on AI Competition, Founder Control and Software Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.SaaSAI StrategyVenture Capital+2
1:08:25EN
20VC with Harry Stebbings· 2026年8月10日ポッドキャスト · 2 人Alex Atallah on OpenRouter, Model Competition and AI Marketplacesゲスト Alex Atallah · ホスト Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.Model routing & gatewaysInferenceOpen-weight models+2
1:30:48EN
20VC with Harry Stebbings· 2026年8月8日ポッドキャスト · 2 人David Frankel on Seed Investing, AI Winners and the Value of Patienceゲスト David Frankel · ホスト 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.Venture CapitalInvestingFounders+2
1:18:23EN
20VC with Harry Stebbings· 2026年8月6日ポッドキャスト · 4 人20VC on AI Security, Software Deals and the Economics of Computeゲスト Nikesh Arora, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.CybersecurityAI StrategyVenture Capital+2
1:09:26EN
20VC with Harry Stebbings· 2026年8月3日ポッドキャスト · 2 人Anastasios Angelopoulos on Arena, Open Models and AI Evaluationゲスト Anastasios Angelopoulos · ホスト Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.評価(Evals)Open-weight modelsエンタープライズ AI+2
1:05:02EN
20VC with Harry Stebbings· 2026年8月1日ポッドキャスト · 2 人Joon Sung Park on Simulating Human Behavior and Building Simileゲスト Joon Sung Park · ホスト Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.Multi-agent systemsAI agentsData quality & curation+2
1:20:22EN
20VC with Harry Stebbings· 2026年7月30日ポッドキャスト · 3 人20VC Roundtable on Open Weights, AI Spending and Software Investingゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.Open-weight modelsAI SafetyInference+2
1:06:45EN
20VC with Harry Stebbings· 2026年7月27日ポッドキャスト · 2 人Matt Murphy on Anthropic, Open Models and the New Venture Playbookゲスト Matt Murphy · ホスト Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.Venture CapitalAI StrategyInvesting+2
1:02:42EN
20VC with Harry Stebbings· 2026年7月25日ポッドキャスト · 2 人Mercor’s Osvald Nitski on AI Training Data, Product and Customer Concentrationゲスト Osvald Nitski · ホスト Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.Data quality & curationProduct Managementエンタープライズ AI+2
1:27:39EN
20VC with Harry Stebbings· 2026年7月23日ポッドキャスト · 3 人20VC Roundtable on Open Models, AI Economics and Payments Dealsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.Open-weight modelsエンタープライズ AIInference+2
1:28:42EN
20VC with Harry Stebbings· 2026年7月20日ポッドキャスト · 2 人Lin Qiao on Specialized AI, Open Models and the Economics of Inferenceゲスト Lin Qiao · ホスト Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.InferenceAI cost & performanceOpen-weight models+2
1:29:35EN
20VC with Harry Stebbings· 2026年7月18日ポッドキャスト · 2 人Fred Turner on Curative’s Pandemic Pivot, Health Insurance and AI Automationゲスト Fred Turner · ホスト Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.AI in healthcareEntrepreneurshipWorkflow automation+2
1:26:12EN
20VC with Harry Stebbings· 2026年7月16日ポッドキャスト · 3 人20VC Roundtable on AI Competition, Enterprise Spending and Venture Capitalゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.エンタープライズ AIAI cost & performanceVenture Capital+2
1:04:36EN
20VC with Harry Stebbings· 2026年7月13日ポッドキャスト · 2 人Wix CEO Avishai Abrahami on Base44, AI and Building for Small Businessesゲスト Avishai Abrahami · ホスト Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.SaaSVibe CodingProduct Strategy+2
1:00:08EN
20VC with Harry Stebbings· 2026年7月11日ポッドキャスト · 2 人Arvind Jain on Enterprise AI, Open Models and the Future of Workゲスト Arvind Jain · ホスト Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.エンタープライズ AIAI agentsOpen-weight models+2
1:27:05EN
20VC with Harry Stebbings· 2026年7月9日ポッドキャスト · 3 人20VC on AI Regulation, Compute Economics and Enterprise Adoptionゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.AI StrategyVenture Capitalエンタープライズ AI+2