絞り込み結果
23 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.
1:30:20EN
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.
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.
2:44:38ENLex Fridman· 2021年11月23日ポッドキャスト · 2 人Posting a photo of this moment was not a product category yetゲスト Kevin Systrom · ホスト Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04EN
Lenny's Podcastポッドキャスト · 2 人Paid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team Designゲスト Timothy Davis · ホスト Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENLenny's Podcastポッドキャスト · 2 人Inflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting Acquiredゲスト Julia Schottenstein · ホスト Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENLenny's Podcastポッドキャスト · 2 人Founder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and Hiringゲスト Jonathan Lowenhar · ホスト Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENLenny's PodcastポッドキャストFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models Smarterホスト Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENLenny's Podcastポッドキャスト · 2 人Matt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really Openゲスト Matt Mullenweg · ホスト Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.