필터 결과
15개정렬
59:41EN20VC: 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.
1:17:09EN20VC on Pro Rata Rights, AI Pricing and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:19:28ENAI Safety, Personal Agents and the Venture Market’s Uneven Exits게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
1:29:42EN20VC 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.
1:30:48ENDavid 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 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.
1:04:36ENWix 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.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software Acquisitions게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:19ENAI 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.
1:19:18ENSeries 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.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI Change게스트 Mitchell Green · 진행자 Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software Markets게스트 Eran Zinman · 진행자 Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of Scale게스트 Lucas Swisher · 진행자 Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:13:37ENTen Hot Takes From a Bootstrapped SaaS Founder: Pricing, Retention, Tempo and the Middle of the Funnel게스트 Patrick Campbell · 진행자 Lenny RachitskyPatrick Campbell, who sold ProfitWell for more than $200 million without outside funding, runs through ten operating topics, from team culture and bootstrapping to pricing, churn and freemium.
1:06:47ENStop Pushing Customers Through a Funnel: Georgiana Laudi's Customer-Led Growth Playbook진행자 Lenny RachitskyHow to replace pirate metrics with customer research, jobs-to-be-done, measurable value milestones, and messaging that actually converts.








