絞り込み結果
25 件並び順
1:29:42EN20VC 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.
1:30:48ENDavid 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.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder Decisionsゲスト Josh Browder · ホスト Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of Buildingゲスト Marc Andreessen · ホスト Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI Changeゲスト Mitchell Green · ホスト Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:15:08ENOren 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.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of Dealsゲスト Winston Weinberg · ホスト Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI Businessesゲスト Alex Rampell · ホスト Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at Speedゲスト Alan Chang · ホスト Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:11:52ENDavid 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.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and Competitionゲスト Tarek Mansour · ホスト Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and Competitionゲスト Maor Shlomo · ホスト Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:26:42ENEverett 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.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio Tradeoffゲスト Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Riskゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in Foundersゲスト Martin Mignot · ホスト Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology Shiftゲスト Victor Lazarte · ホスト Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to Sellゲスト Mike Maples · ホスト Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
1:13:21ENKlaus Hommels on Venture Portfolios, European Defense and Backing Foundersゲスト Klaus Hommels · ホスト Harry StebbingsThe Lakestar founder explains his concentrated investment style, argues for more European innovation funding and recounts how he backed several prominent companies.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing Foundersゲスト Cem Sertoglu · ホスト Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
56:18ENMark Goldberg on Building Chemistry and Rethinking Venture Partnershipsゲスト Mark Goldberg · ホスト Harry StebbingsThe former Index partner discusses his new fund’s decision-making, reserves and founder relationships, while debating valuations and the pressures on large venture firms.
1:03:41ENMamoon Hamid on AI Investing, Founder Conviction and Venture Returnsゲスト Mamoon Hamid · ホスト Harry StebbingsThe Kleiner Perkins investor discusses application-layer opportunities, reserve decisions, exits and the founders behind his investments.
1:30:52ENDavid Frankel on Seed Investing, Liquidity and Backing Foundersゲスト David Frankel · ホスト Harry StebbingsThe Founder Collective investor discusses reserves, fund economics, competing with incumbents and the long journey to returns.
1:08:33ENEric Vishria on AI Value, Founder Insight and Benchmark’s Investment Processゲスト Eric Vishria · ホスト Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
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