필터 결과
84개정렬
1:13:26EN
20VC with Harry Stebbings· 2026년 10월 24일팟캐스트 · 2명Naveen Rao on Energy, AI Hardware, Verification and the Future of Robotics게스트 Naveen Rao · 진행자 Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
59:41EN20VC 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.
1:19:50EN20VC with Harry Stebbings· 2026년 10월 19일팟캐스트 · 2명Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:17:09EN20VC with Harry Stebbings· 2026년 10월 15일팟캐스트 · 3명20VC 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.
56:49EN
Stanford AI Club· 2026년 10월 15일Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
1:15:51EN20VC with Harry Stebbings· 2026년 10월 8일팟캐스트 · 4명The AI Race, Founder Loyalty and the New Rules of Enterprise Software게스트 Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
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.
1:20:28EN20VC with Harry Stebbings· 2026년 10월 1일팟캐스트 · 4명AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Them게스트 Jack Altman, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:20:43EN20VC with Harry Stebbings· 2026년 9월 24일팟캐스트 · 3명AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:28EN20VC with Harry Stebbings· 2026년 9월 17일팟캐스트 · 3명AI 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.
1:16:29EN20VC 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.
1:22:31EN20VC with Harry Stebbings· 2026년 9월 10일팟캐스트 · 3명AI Assistants, Enterprise Adoption and the Venture Market’s New Risks게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:20:29EN20VC with Harry Stebbings· 2026년 9월 3일팟캐스트 · 3명AI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
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.
1:29:42EN20VC 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.
1:18:23EN20VC 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.
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 6일팟캐스트 · 2명Three Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next진행자 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
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.
1:27:39EN20VC 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.더 보기84개 중 24개 표시