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1:34:12EN
20VC with Harry Stebbings· 2025년 10월 23일팟캐스트 · 3명The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fast게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
1:25:13EN20VC with Harry Stebbings· 2025년 10월 16일팟캐스트 · 4명Thinking Machines, AI Infrastructure and the Venture Portfolio Tradeoff게스트 Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:32:36EN20VC with Harry Stebbings· 2025년 10월 9일팟캐스트 · 3명OpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Rounds게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:24:58EN20VC with Harry Stebbings· 2025년 10월 2일팟캐스트 · 3명AI Burn Multiples, Infrastructure Financing and the Venture Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:25:48EN20VC with Harry Stebbings· 2025년 9월 25일팟캐스트 · 3명Nvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:32:50EN20VC with Harry Stebbings· 2025년 9월 18일팟캐스트 · 4명Kaz 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.
1:34:12EN20VC with Harry Stebbings· 2025년 9월 11일팟캐스트 · 4명OpenAI Secondaries, Ramp and the Price of AI Growth게스트 Jason Lemkin, Rory O’Driscoll, Jeff Lawson · 진행자 Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:20EN20VC with Harry Stebbings· 2025년 8월 14일팟캐스트 · 3명GPT-5, Palantir and the Economics of AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:28:36EN20VC with Harry Stebbings· 2025년 8월 7일팟캐스트 · 4명Figma’s IPO, Executive Pay and the Price of AI Growth게스트 Brian Halligan, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
1:28:12EN20VC with Harry Stebbings· 2025년 7월 31일팟캐스트 · 3명Apple, Google and the Race to Fund AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
1:26:43EN20VC with Harry Stebbings· 2025년 7월 24일팟캐스트 · 3명Anthropic Dependency, Figma’s IPO and the Changing Seed Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:22:54EN20VC with Harry Stebbings· 2025년 7월 17일팟캐스트 · 3명Windsurf, Google and Cognition: A Deal Breakdown and the AI Coding Market게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:12:57EN20VC with Harry Stebbings· 2025년 7월 10일팟캐스트 · 3명Meta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growth게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
1:15:40EN20VC with Harry Stebbings· 2025년 7월 3일팟캐스트 · 3명Figma’s IPO Filing, Melio’s Sale and the Pressure on Software Investors게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:16:16EN20VC with Harry Stebbings· 2025년 6월 26일팟캐스트 · 3명Navan, Canva and the AI Investment Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
1:09:30EN20VC with Harry Stebbings· 2025년 6월 19일팟캐스트 · 4명Chime’s IPO, Scale AI’s Deal and the Return of Public-Market Liquidity게스트 Rory O’Driscoll, Jason Lemkin, Garrett · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
1:22:59EN20VC with Harry Stebbings· 2025년 6월 12일팟캐스트 · 3명Circle’s IPO, Anduril’s Funding and the AI Budget Debate게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:27:13EN20VC with Harry Stebbings· 2025년 6월 5일팟캐스트 · 4명Sam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of Venture게스트 Sam Lessin, Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
1:19:24EN20VC with Harry Stebbings· 2025년 5월 29일팟캐스트 · 3명OpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture Returns게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
1:19:29EN20VC with Harry Stebbings· 2025년 5월 22일팟캐스트 · 3명Chime’s Planned IPO, Venture Liquidity and the Rippling–Deel Dispute게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:20:13EN20VC with Harry Stebbings· 2025년 5월 15일팟캐스트 · 3명Startup Funding, OpenAI and AI Competition: A Venture Investor Roundtable게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:19:32EN20VC with Harry Stebbings· 2025년 5월 8일팟캐스트 · 3명Benchmark, a16z and the Math of Venture Capital in the AI Era게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
1:28:17EN20VC with Harry Stebbings· 2025년 5월 1일팟캐스트 · 4명Series A and B Investing in an AI Market: Risk, Liquidity and Timing게스트 Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
1:26:55EN20VC with Harry Stebbings· 2025년 4월 24일팟캐스트 · 3명Venture Liquidity, Endowments and AI Investing in 2025게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.