필터 결과
54개정렬
1:11:14EN
20VC 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.
0:33ENAnthropic's IPO and AI Safety: A Question of ConsistencyMatthew Berman, Christian Catalini · Forward FutureIn a short interview excerpt, Matthew Berman and economist Christian Catalini question how a planned public offering relates to warnings about advanced AI risk.
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.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
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.
1:30:48EN20VC 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.
1:20:29EN20VC 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.
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.
1:18:06EN20VC with Harry Stebbings· 2026년 3월 16일팟캐스트 · 2명Gokul Rajaram on Software Moats, AI Products and Venture Returns게스트 Gokul Rajaram · 진행자 Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:03:53EN20VC with Harry Stebbings· 2026년 3월 9일팟캐스트 · 2명Miles Clements on Cursor, AI Investing and Venture Fund Decisions게스트 Miles Clements · 진행자 Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15EN20VC with Harry Stebbings· 2026년 3월 7일팟캐스트 · 2명Mitchell 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.
1:00:33EN20VC with Harry Stebbings· 2026년 2월 28일팟캐스트 · 2명Jerry Murdock on Autonomous Agents, Software Investing and Adapting to Change게스트 Jerry Murdock · 진행자 Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:06:37EN20VC with Harry Stebbings· 2026년 2월 23일팟캐스트 · 2명Lucas 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.
1:20:02EN20VC with Harry Stebbings· 2026년 2월 9일팟캐스트 · 2명Anish Acharya on AI Software, Investment Judgment and the Limits of Automation게스트 Anish Acharya · 진행자 Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:15:08EN20VC with Harry Stebbings· 2026년 2월 2일팟캐스트 · 2명Oren Zeev on AI, Venture Fund Economics and Investing Against Consensus게스트 Oren Zeev · 진행자 Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:15:19EN20VC with Harry Stebbings· 2026년 1월 12일팟캐스트 · 2명Alex Rampell on Venture Scale, Founder Judgment and Durable AI Businesses게스트 Alex Rampell · 진행자 Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:11:52EN20VC with Harry Stebbings· 2025년 12월 15일팟캐스트 · 2명David George on Venture Fund Scale, AI Economics and Backing Founders게스트 David George · 진행자 Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:06:06EN20VC with Harry Stebbings· 2025년 11월 17일팟캐스트 · 2명Andrew Ng on AI Infrastructure, Open Models and Building Useful Applications게스트 Andrew Ng · 진행자 Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:26:42EN20VC with Harry Stebbings· 2025년 11월 10일팟캐스트 · 2명Everett Randle on Venture Fund Size, AI Margins and Founder Partnerships게스트 Everett Randle · 진행자 Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:38:05EN20VC with Harry Stebbings· 2025년 9월 22일팟캐스트 · 2명Hemant Taneja on Scaling General Catalyst, AI and the Future of Venture게스트 Hemant Taneja · 진행자 Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:23:11EN20VC with Harry Stebbings· 2025년 8월 25일팟캐스트 · 2명Bessemer’s Byron Deeter on AI Growth, Venture Scale and Liquidity게스트 Byron Deeter · 진행자 Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
1:22:51EN20VC with Harry Stebbings· 2025년 8월 11일팟캐스트 · 2명Martin Mignot on Index Ventures, Revolut and Investing in Founders게스트 Martin Mignot · 진행자 Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:30:36EN20VC with Harry Stebbings· 2025년 8월 4일팟캐스트 · 2명Miles Dieffenbach on Endowment Investing, Venture Returns and Liquidity게스트 Miles Dieffenbach · 진행자 Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.더 보기54개 중 24개 표시