필터 결과
7개정렬
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.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio Tradeoff게스트 Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
57:16ENJack Altman, Auren Hoffman and Jason Lemkin Debate Founder-Led Venture Funds게스트 Jack Altman, Auren Hoffman, Jason Lemkin · 진행자 Harry StebbingsThe operators and investors discuss founder advice, limited-partner obligations, time trade-offs and whether their model can scale.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and Returns게스트 Eric Paley, Mike Maples, Jason Lemkin · 진행자 Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.
1:12:29ENJason Lemkin and Rick Zullo Debate Venture Fund Size, Paper Marks and Founder Relationships게스트 Jason Lemkin, Rick Zullo · 진행자 Harry StebbingsThe investors disagree over pitching and portfolio construction while examining how fund economics shape founders, boards and returns.
1:03:10ENJason Lemkin, Sam Lessin and Frank Rotman Debate the Future of Seed Investing게스트 Jason Lemkin, Sam Lessin, Frank Rotman · 진행자 Harry StebbingsThe investors disagree over startup financing, fund size and founder support while examining how seed prices and capital efficiency affect returns.









