絞り込み結果
25 件並び順
1:26:43EN
20VC with Harry Stebbings· 2026年8月27日ポッドキャスト · 3 人20VC: AI Funding, Model Competition and the Economics of Agentsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 2026年8月20日ポッドキャスト · 3 人20VC: AI Acquisitions, Model Costs and Software Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· 2026年8月13日ポッドキャスト · 3 人20VC 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.
1:18:23EN20VC 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.
1:27:05EN20VC with Harry Stebbings· 2026年7月9日ポッドキャスト · 3 人20VC on AI Regulation, Compute Economics and Enterprise Adoptionゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:15:56EN20VC with Harry Stebbings· 2026年6月11日ポッドキャスト · 3 人20VC on IPO Expectations, Lean AI Startups and Investor Riskゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 2026年6月4日ポッドキャスト · 3 人20VC on AI Financing, Token Budgets and the Cost of Startup Intensityゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
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.
1:17:50EN20VC with Harry Stebbings· 2026年3月19日ポッドキャスト · 3 人Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Betsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:21:20EN20VC with Harry Stebbings· 2026年3月12日ポッドキャスト · 3 人Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debateゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:25:26EN20VC with Harry Stebbings· 2026年3月5日ポッドキャスト · 3 人Anthropic, Block and Cursor: A 20VC Roundtable on AI and Softwareゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:24:39EN20VC with Harry Stebbings· 2026年2月12日ポッドキャスト · 4 人Mike Cannon-Brookes and 20VC on AI, Software Markets and Leadershipゲスト Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:23:12EN20VC with Harry Stebbings· 2026年1月22日ポッドキャスト · 3 人Venture Returns, OpenAI Litigation and the Economics of AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:30:52EN20VC with Harry Stebbings· 2026年1月15日ポッドキャスト · 3 人AI Financing, Venture Scale and the Risks Behind Growth Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:27:29EN20VC with Harry Stebbings· 2026年1月8日ポッドキャスト · 3 人AI Chip Deals, Founder Exits and the Future of Workゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:12:54EN20VC with Harry Stebbings· 2025年12月22日ポッドキャスト · 3 人Investors’ 2026 Predictions: AI, Software Valuations and Employmentゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:21:57EN20VC with Harry Stebbings· 2025年12月18日ポッドキャスト · 3 人Cursor, Figma and the Race to Build Across AI Workflowsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:35:32EN20VC with Harry Stebbings· 2025年12月11日ポッドキャスト · 3 人SpaceX Valuations, Harvey’s Growth and the Risks Behind AI Dealsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:11:42EN20VC with Harry Stebbings· 2025年12月4日ポッドキャスト · 3 人Eventbrite, Databricks and the Search for Durable Software Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:32:23EN20VC with Harry Stebbings· 2025年11月27日ポッドキャスト · 3 人Anthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI Raceゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:26:40EN20VC with Harry Stebbings· 2025年11月20日ポッドキャスト · 4 人AI Coding Valuations, NVIDIA Risk and the Future of Private Marketsゲスト Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:17:11EN20VC with Harry Stebbings· 2025年11月13日ポッドキャスト · 3 人AI Defensibility, Venture Risk and the Difficulty of Timing a Shortゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:18:47EN20VC with Harry Stebbings· 2025年11月6日ポッドキャスト · 3 人Navan’s IPO, Harvey’s Valuation and the New Economics of Ventureゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
1:26:49EN20VC with Harry Stebbings· 2025年10月30日ポッドキャスト · 3 人OpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returnsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.もっと見る25 件中 24 件を表示