필터 결과
5개정렬
1:18:23EN
20VC with Harry Stebbings· 2026년 8월 6일팟캐스트 · 4명20VC on AI Security, Software Deals and the Economics of Compute게스트 Nikesh Arora, Jason Lemkin, Rory O’Driscoll · 진행자 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.
1:12:41EN20VC with Harry Stebbings· 2026년 4월 2일팟캐스트 · 3명AI Security, Revenue Claims and Wearable Economics: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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.
58:26EN20VC with Harry Stebbings· 2026년 3월 28일팟캐스트 · 2명Gili Raanan on Venture Entry Prices, Growth and Private-Market Liquidity게스트 Gili Raanan · 진행자 Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
57:04EN20VC with Harry Stebbings· 2026년 3월 23일팟캐스트 · 2명Matthew Steckman on Anduril’s Defense Business, Procurement and Product Bets게스트 Matthew Steckman · 진행자 Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
49:33EN20VC with Harry Stebbings· 2024년 9월 16일팟캐스트 · 2명Shardul Shah on Venture Conviction, Outliers and Decisions at Index게스트 Shardul Shah · 진행자 Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.