絞り込み結果
6 件並び順
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.
1:12:41EN20VC with Harry Stebbings· 2026年4月2日ポッドキャスト · 3 人AI Security, Revenue Claims and Wearable Economics: A 20VC Investor Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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.
58:26EN20VC with Harry Stebbings· 2026年3月28日ポッドキャスト · 2 人Gili Raanan on Venture Entry Prices, Growth and Private-Market Liquidityゲスト Gili Raanan · ホスト Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
57:04EN20VC with Harry Stebbings· 2026年3月23日ポッドキャスト · 2 人Matthew Steckman on Anduril’s Defense Business, Procurement and Product Betsゲスト Matthew Steckman · ホスト Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
49:33EN20VC with Harry Stebbings· 2024年9月16日ポッドキャスト · 2 人Shardul Shah on Venture Conviction, Outliers and Decisions at Indexゲスト Shardul Shah · ホスト Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
50:15EN20VC with Harry Stebbings· 2024年7月24日ポッドキャスト · 2 人Jason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity Crunchゲスト Jason Lemkin · ホスト Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.