絞り込み結果
45 件並び順
1:11:14EN
20VC with Harry Stebbings· 2026年10月5日ポッドキャスト · 2 人Venky Ganesan on AI Venture Investing, Ownership and the Cost of Missing Outゲスト Venky Ganesan · ホスト Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
0:33ENAnthropic's IPO and AI Safety: A Question of ConsistencyMatthew Berman, Christian Catalini · Forward FutureIn a short interview excerpt, Matthew Berman and economist Christian Catalini question how a planned public offering relates to warnings about advanced AI risk.
1:16:29EN20VC with Harry Stebbings· 2026年9月14日ポッドキャスト · 2 人David Morehead on Endowment Liquidity, Venture Returns and Portfolio Constructionゲスト David Morehead · ホスト Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
1:05:56EN20VC with Harry Stebbings· 2026年8月31日ポッドキャスト · 2 人Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Dataゲスト Aaron Katz · ホスト Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:30:48EN20VC with Harry Stebbings· 2026年8月8日ポッドキャスト · 2 人David 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.
1:06:45EN20VC with Harry Stebbings· 2026年7月27日ポッドキャスト · 2 人Matt Murphy on Anthropic, Open Models and the New Venture Playbookゲスト Matt Murphy · ホスト Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:20:29EN20VC with Harry Stebbings· 2026年4月27日ポッドキャスト · 2 人Adam Foroughi on AppLovin, AI and Building a Lean Companyゲスト Adam Foroughi · ホスト Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
58:26EN20VC with Harry Stebbings· 2026年3月28日ポッドキャスト · 2 人Gili Raanan on Venture Entry Prices, Growth and Private-Market Liquidityゲスト Gili Raanan · ホスト Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:18:06EN20VC with Harry Stebbings· 2026年3月16日ポッドキャスト · 2 人Gokul Rajaram on Software Moats, AI Products and Venture Returnsゲスト Gokul Rajaram · ホスト Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:03:53EN20VC with Harry Stebbings· 2026年3月9日ポッドキャスト · 2 人Miles Clements on Cursor, AI Investing and Venture Fund Decisionsゲスト Miles Clements · ホスト Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15EN20VC with Harry Stebbings· 2026年3月7日ポッドキャスト · 2 人Mitchell 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.
1:00:33EN20VC with Harry Stebbings· 2026年2月28日ポッドキャスト · 2 人Jerry Murdock on Autonomous Agents, Software Investing and Adapting to Changeゲスト Jerry Murdock · ホスト Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:06:37EN20VC with Harry Stebbings· 2026年2月23日ポッドキャスト · 2 人Lucas Swisher on AI Growth Investing, Fund Size and the Price of Scaleゲスト Lucas Swisher · ホスト Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:20:02EN20VC with Harry Stebbings· 2026年2月9日ポッドキャスト · 2 人Anish Acharya on AI Software, Investment Judgment and the Limits of Automationゲスト Anish Acharya · ホスト Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:15:08EN20VC with Harry Stebbings· 2026年2月2日ポッドキャスト · 2 人Oren 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.
1:15:19EN20VC with Harry Stebbings· 2026年1月12日ポッドキャスト · 2 人Alex 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.
1:11:52EN20VC with Harry Stebbings· 2025年12月15日ポッドキャスト · 2 人David 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.
1:06:06EN20VC with Harry Stebbings· 2025年11月17日ポッドキャスト · 2 人Andrew Ng on AI Infrastructure, Open Models and Building Useful Applicationsゲスト Andrew Ng · ホスト Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:26:42EN20VC with Harry Stebbings· 2025年11月10日ポッドキャスト · 2 人Everett 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.
1:38:05EN20VC with Harry Stebbings· 2025年9月22日ポッドキャスト · 2 人Hemant Taneja on Scaling General Catalyst, AI and the Future of Ventureゲスト Hemant Taneja · ホスト Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:23:11EN20VC with Harry Stebbings· 2025年8月25日ポッドキャスト · 2 人Bessemer’s Byron Deeter on AI Growth, Venture Scale and Liquidityゲスト Byron Deeter · ホスト Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
1:22:51EN20VC with Harry Stebbings· 2025年8月11日ポッドキャスト · 2 人Martin 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.
1:30:36EN20VC with Harry Stebbings· 2025年8月4日ポッドキャスト · 2 人Miles Dieffenbach on Endowment Investing, Venture Returns and Liquidityゲスト Miles Dieffenbach · ホスト Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.もっと見る45 件中 24 件を表示