絞り込み結果
9 件並び順
1:27:39EN20VC 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 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.
1:17:01ENDeel 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.
51:06ENScott 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.
1:22:54ENWindsurf, 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.
1:12:57ENMeta’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.
1:15:40ENFigma’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.
1:19:29ENChime’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.
1:26:55ENVenture 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.







