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1:29:22EN
20VC with Harry Stebbings· 2026년 8월 29일팟캐스트 · 2명Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:26:43EN20VC with Harry Stebbings· 2026년 8월 27일팟캐스트 · 3명20VC: AI Funding, Model Competition and the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:28:28EN20VC with Harry Stebbings· 2026년 8월 24일팟캐스트 · 2명Julien Bek on Sequoia’s Investment Process, Founder Judgment and AI Markets게스트 Julien Bek · 진행자 Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:10:08EN20VC with Harry Stebbings· 2026년 8월 22일팟캐스트 · 2명Jerry Murdock on AI Financing, Open Models and Technology Cycles게스트 Jerry Murdock · 진행자 Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:17:47EN20VC with Harry Stebbings· 2026년 8월 20일팟캐스트 · 3명20VC: AI Acquisitions, Model Costs and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:09:44EN20VC with Harry Stebbings· 2026년 8월 17일팟캐스트 · 2명Andrew Macdonald on Uber’s Membership Strategy, Autonomy and AI게스트 Andrew Macdonald · 진행자 Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:20:47EN20VC with Harry Stebbings· 2026년 8월 15일팟캐스트 · 2명Matt Swulinski on Building and Measuring a Product-Led Growth Engine게스트 Matt Swulinski · 진행자 Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.
1:29:42EN20VC with Harry Stebbings· 2026년 8월 13일팟캐스트 · 3명20VC on AI Competition, Founder Control and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:08:25EN20VC with Harry Stebbings· 2026년 8월 10일팟캐스트 · 2명Alex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:30:48EN20VC with Harry Stebbings· 2026년 8월 8일팟캐스트 · 2명David Frankel on Seed Investing, AI Winners and the Value of Patience게스트 David Frankel · 진행자 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.
1:18:23EN20VC 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.
1:09:26EN20VC with Harry Stebbings· 2026년 8월 3일팟캐스트 · 2명Anastasios Angelopoulos on Arena, Open Models and AI Evaluation게스트 Anastasios Angelopoulos · 진행자 Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:05:02EN20VC with Harry Stebbings· 2026년 8월 1일팟캐스트 · 2명Joon Sung Park on Simulating Human Behavior and Building Simile게스트 Joon Sung Park · 진행자 Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:20:22EN20VC with Harry Stebbings· 2026년 7월 30일팟캐스트 · 3명20VC Roundtable on Open Weights, AI Spending and Software Investing게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:06:45EN20VC with Harry Stebbings· 2026년 7월 27일팟캐스트 · 2명Matt Murphy on Anthropic, Open Models and the New Venture Playbook게스트 Matt Murphy · 진행자 Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42EN20VC with Harry Stebbings· 2026년 7월 25일팟캐스트 · 2명Mercor’s Osvald Nitski on AI Training Data, Product and Customer Concentration게스트 Osvald Nitski · 진행자 Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
1:27:39EN20VC with Harry Stebbings· 2026년 7월 23일팟캐스트 · 3명20VC Roundtable on Open Models, AI Economics and Payments Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:28:42EN20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:29:35EN20VC with Harry Stebbings· 2026년 7월 18일팟캐스트 · 2명Fred Turner on Curative’s Pandemic Pivot, Health Insurance and AI Automation게스트 Fred Turner · 진행자 Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:26:12EN20VC with Harry Stebbings· 2026년 7월 16일팟캐스트 · 3명20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:04:36EN20VC with Harry Stebbings· 2026년 7월 13일팟캐스트 · 2명Wix CEO Avishai Abrahami on Base44, AI and Building for Small Businesses게스트 Avishai Abrahami · 진행자 Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:00:08EN20VC with Harry Stebbings· 2026년 7월 11일팟캐스트 · 2명Arvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:27:05EN20VC with Harry Stebbings· 2026년 7월 9일팟캐스트 · 3명20VC on AI Regulation, Compute Economics and Enterprise Adoption게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:11:01EN20VC with Harry Stebbings· 2026년 7월 6일팟캐스트 · 2명Mike Mignano on AI Applications, Open Models and Venture Strategy게스트 Mike Mignano · 진행자 Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.