필터 결과
34개정렬
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.
1:11:14EN20VC with Harry Stebbings· 2026년 10월 5일팟캐스트 · 2명Venky Ganesan on AI Venture Investing, Ownership and the Cost of Missing Out게스트 Venky Ganesan · 진행자 Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:16:29EN20VC with Harry Stebbings· 2026년 9월 14일팟캐스트 · 2명David Morehead on Endowment Liquidity, Venture Returns and Portfolio Construction게스트 David Morehead · 진행자 Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:05:56EN20VC with Harry Stebbings· 2026년 8월 31일팟캐스트 · 2명Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
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.
1:30:48EN20VC 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.
1:06:45EN20VC 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.
1:15:56EN20VC 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.
1:20:29EN20VC with Harry Stebbings· 2026년 4월 27일팟캐스트 · 2명Adam Foroughi on AppLovin, AI and Building a Lean Company게스트 Adam Foroughi · 진행자 Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
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.
58:26EN20VC with Harry Stebbings· 2026년 3월 28일팟캐스트 · 2명Gili Raanan on Venture Entry Prices, Growth and Private-Market Liquidity게스트 Gili Raanan · 진행자 Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
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.더 보기34개 중 24개 표시