필터 결과
7개정렬
1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise Software게스트 Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of Growth게스트 Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder Relationships게스트 David Tisch, Terrence Rohan · 진행자 Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding Reset게스트 Ed Sim, Jamin Ball · 진행자 Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
41:30ENRebecca Kaden, Nicole Quinn and Eurie Kim Debate Venture Pricing and AI게스트 Rebecca Kaden, Nicole Quinn, Eurie Kim · 진행자 Harry StebbingsThe investors discuss seed competition, a tighter Series B market, AI opportunities and how to finance companies after high valuations.
46:15ENMichael Eisenberg and Adi Levanon on Israel’s Tech Community After the October 2023 Attack게스트 Michael Eisenberg, Adi Levanon · 진행자 Harry StebbingsIn an interview published days after the Hamas-led attack, two investors describe family mobilisation, community support and disruption to startups.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and Returns게스트 Eric Paley, Mike Maples, Jason Lemkin · 진행자 Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.









