필터 결과
91개정렬
1:28:19EN
20VC with Harry Stebbings· 2026년 4월 30일팟캐스트 · 3명AI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 2026년 4월 23일팟캐스트 · 3명Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:30:31EN20VC with Harry Stebbings· 2026년 4월 16일팟캐스트 · 3명AI Security, Software Valuations and SpaceX IPO Speculation: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:32:21EN20VC with Harry Stebbings· 2026년 4월 9일팟캐스트 · 3명AI Financing, Model Routing and Security Risks: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
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.
1:19:18EN20VC with Harry Stebbings· 2026년 3월 26일팟캐스트 · 3명Series A Fund Math, SpaceX Ambitions and the AI Valuation Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:17:50EN20VC with Harry Stebbings· 2026년 3월 19일팟캐스트 · 3명Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Bets게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2026년 3월 12일팟캐스트 · 3명Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2026년 3월 5일팟캐스트 · 3명Anthropic, Block and Cursor: A 20VC Roundtable on AI and Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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.
1:21:53EN20VC with Harry Stebbings· 2026년 2월 26일팟캐스트 · 3명Citrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:37:01EN20VC with Harry Stebbings· 2026년 2월 19일팟캐스트 · 3명Anthropic, OpenClaw and Software Valuations: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:24:39EN20VC with Harry Stebbings· 2026년 2월 12일팟캐스트 · 4명Mike Cannon-Brookes and 20VC on AI, Software Markets and Leadership게스트 Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · 진행자 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.
1:37:14EN20VC with Harry Stebbings· 2026년 2월 5일팟캐스트 · 3명Software Stocks, AI Financing and Autonomous Agents: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:18:04EN20VC with Harry Stebbings· 2026년 1월 29일팟캐스트 · 3명Brex, AI Inference Costs and the IPO Market: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:23:12EN20VC with Harry Stebbings· 2026년 1월 22일팟캐스트 · 3명Venture Returns, OpenAI Litigation and the Economics of AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2026년 1월 15일팟캐스트 · 3명AI Financing, Venture Scale and the Risks Behind Growth Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2026년 1월 8일팟캐스트 · 3명AI Chip Deals, Founder Exits and the Future of Work게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 12월 22일팟캐스트 · 3명Investors’ 2026 Predictions: AI, Software Valuations and Employment게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 12월 18일팟캐스트 · 3명Cursor, Figma and the Race to Build Across AI Workflows게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 12월 11일팟캐스트 · 3명SpaceX Valuations, Harvey’s Growth and the Risks Behind AI Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 12월 4일팟캐스트 · 3명Eventbrite, Databricks and the Search for Durable Software Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 11월 27일팟캐스트 · 3명Anthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI Race게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 11월 20일팟캐스트 · 4명AI Coding Valuations, NVIDIA Risk and the Future of Private Markets게스트 Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · 진행자 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· 2025년 11월 13일팟캐스트 · 3명AI Defensibility, Venture Risk and the Difficulty of Timing a Short게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.더 보기91개 중 24개 표시