필터 결과
73개정렬
55:06EN
SemiAnalysis· 2026년 10월 27일팟캐스트 · 4명Anthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
59:41EN
20VC with Harry Stebbings· 2026년 10월 22일팟캐스트 · 3명20VC: Venture Fund Size, AI Valuations and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
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.
1:17:47EN20VC 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.
1:29:42EN20VC 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.
1:15:56EN20VC with Harry Stebbings· 2026년 6월 11일팟캐스트 · 3명20VC on IPO Expectations, Lean AI Startups and Investor Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 2026년 6월 4일팟캐스트 · 3명20VC on AI Financing, Token Budgets and the Cost of Startup Intensity게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:17EN20VC with Harry Stebbings· 2026년 5월 21일팟캐스트 · 3명AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscoll게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 2026년 5월 14일팟캐스트 · 3명AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 2026년 5월 7일팟캐스트 · 3명AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC 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.
1:03:25EN20VC with Harry Stebbings· 2026년 4월 18일팟캐스트 · 3명Jake Paul and Geoffrey Woo on Attention, Investing and Boxing게스트 Jake Paul, Geoffrey Woo · 진행자 Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
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.
1:21:53EN20VC 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.
1:37:14EN20VC 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.더 보기73개 중 24개 표시