絞り込み結果
30 件並び順
42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月24日ポッドキャスト · 2 人They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Yearホスト Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
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.
1:26:12EN20VC 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.
22:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月11日ポッドキャスト · 2 人The first AI take-private is a $6.3 billion bet that services can grow like softwareホスト Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:17:01EN20VC with Harry Stebbings· 2025年10月20日ポッドキャスト · 2 人Deel CEO Alex Bouaziz on Fundraising, Acquisitions and Global Payrollゲスト Alex Bouaziz · ホスト Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
1:27:01EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月2日ポッドキャストThe $16 Trillion Services Market Is Being Bought, Not Sold Toホスト Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
51:06EN20VC with Harry Stebbings· 2025年7月18日ポッドキャスト · 2 人Scott Wu on Cognition's Windsurf Deal and the Future of AI Codingゲスト Scott Wu · ホスト Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:22:54EN20VC with Harry Stebbings· 2025年7月17日ポッドキャスト · 3 人Windsurf, Google and Cognition: A Deal Breakdown and the AI Coding Marketゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:12:57EN20VC with Harry Stebbings· 2025年7月10日ポッドキャスト · 3 人Meta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growthゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
1:15:40EN20VC with Harry Stebbings· 2025年7月3日ポッドキャスト · 3 人Figma’s IPO Filing, Melio’s Sale and the Pressure on Software Investorsゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年5月29日ポッドキャスト · 2 人The AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giantホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29EN20VC with Harry Stebbings· 2025年5月22日ポッドキャスト · 3 人Chime’s Planned IPO, Venture Liquidity and the Rippling–Deel Disputeゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:26:55EN20VC with Harry Stebbings· 2025年4月24日ポッドキャスト · 3 人Venture Liquidity, Endowments and AI Investing in 2025ゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年10月3日ポッドキャスト · 2 人Fewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.ホスト Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年7月18日ポッドキャスト · 2 人Goldman says AI will touch 5% of tasks. Two investors take the report apartホスト Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
1:20:50EN20VC with Harry Stebbings· 2024年6月3日ポッドキャスト · 2 人Jason Lemkin on SaaS Valuations, Private Equity and the Liquidity Problemゲスト Jason Lemkin · ホスト Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
54:32EN20VC with Harry Stebbings· 2024年5月20日ポッドキャスト · 2 人Nikesh Arora on Competition, Acquisitions and Leading Through Changeゲスト Nikesh Arora · ホスト Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
59:00EN20VC with Harry Stebbings· 2024年5月1日ポッドキャスト · 2 人Mark Suster on Venture Fundraising, Liquidity and Exit Pricesゲスト Mark Suster · ホスト Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:08:30EN20VC with Harry Stebbings· 2024年4月8日ポッドキャスト · 2 人Bastian Lehmann on Selling Postmates, Starting Again and the Future of AIゲスト Bastian Lehmann · ホスト Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
1:30:20EN
Lex Fridman· 2024年3月25日ポッドキャスト · 2 人Dana White Built the UFC From What He Loved — and Hated — About Boxingゲスト Dana White · ホスト Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
1:02:30EN20VC with Harry Stebbings· 2024年3月15日ポッドキャスト · 2 人Luca Ferrari on Bending Spoons, Acquisitions and Learning From Riskゲスト Luca Ferrari · ホスト Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:08:17EN20VC with Harry Stebbings· 2024年3月1日ポッドキャスト · 2 人Frank Quattrone on Technology M&A, IPOs and the Amazon Pricing Debateゲスト Frank Quattrone · ホスト Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
1:14:40EN20VC with Harry Stebbings· 2024年1月10日ポッドキャスト · 3 人Ed Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding Resetゲスト Ed Sim, Jamin Ball · ホスト Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年10月12日ポッドキャスト · 2 人The VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.ホスト Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.もっと見る30 件中 24 件を表示