Episodes
Eleven years of tape. Every episode is checked claim by claim and playable.
108 episodes in 2026
🎙20VC
1h 21m Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
In this in-depth 20VC interview, Eight Sleep co-founder and CEO Matteo Franceschetti details how autonomous AI agents, disciplined unit economics, and aspirational branding power multi-billi…
51 statements 17 featured 1 assessments
🎙20VC
1h 22m Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
In this 20VC roundtable, Harry Stebbings, Rory O'Driscoll, and Jason Lemkin dissect the rapidly evolving AI landscape, analyzing frontier model economics, rogue autonomous agents, venture go…
35 statements 9 featured 4 assessments
🎙20VC
1h 16m Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
In this 20VC interview, Harry Stebbings and Town.com founder Jean-Denis Greze examine the competitive landscape of AI assistants, enterprise monetization models, and the paradox of building …
60 statements 18 featured 3 assessments
🎙20VC
1h 4m How to Build Your Own Data Center & Why Every Startup Should Do It
In this 20VC episode, Speechify founder and CEO Cliff Weitzman breaks down the contrarian economics of purchasing physical GPU clusters, reflects on his strategic B2B missteps against rivals…
48 statements 19 featured 6 assessments 1 contradicted
🎙20VC
1h 20m NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
In this episode of 20VC, host Harry Stebbings and venture capitalists Rory O'Driscoll and Jason Lemkin examine Nvidia's dominant quarterly earnings, platform tensions between OpenAI and Curs…
38 statements 13 featured 13 assessments
🎙20VC
1h 5m ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
In this 20VC interview hosted by Harry Stebbings at Craven Cottage, ClickHouse Co-Founder and CEO Aaron Katz examines software economics, database architecture for autonomous AI agents, reve…
40 statements 12 featured 3 assessments
🎙20VC
1h 29m Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
In this 20VC podcast episode, Harry Stebbings interviews Factory CTO and co-founder Eno Reyes to analyze the shifting economics of the AI value stack, the rising dominance of open-source mod…
57 statements 24 featured 4 assessments 1 contradicted
🎙20VC
1h 26m Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
In this 20VC panel, venture investors Jason Lemkin, Rory O'Driscoll, and Harry Stebbings analyze the shifting economics of the AI landscape, debating frontier model competition, soaring star…
34 statements 11 featured 11 assessments 1 contradicted
🎙20VC
1h 28m Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
In this 20VC episode, host Harry Stebbings sits down with Sequoia Capital Partner Julien Bek to pull back the curtain on Sequoia's high-conviction investment committee, rigorous founder eval…
43 statements 11 featured 7 assessments 2 contradicted
🎙20VC
1h 10m The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
In this 20VC interview, Insight Partners co-founder Jerry Murdock analyzes macroeconomic debt risks, predicting an inevitable AI market correction that will wipe out over-leveraged neoclouds…
35 statements 11 featured 4 assessments 1 contradicted
🎙20VC
1h 17m Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
In this episode of 20VC, host Harry Stebbings and venture capitalists Jason Lemkin and Rory O'Driscoll analyze blockbuster AI acquisitions, Anthropic's profitability milestones, SaaS valuati…
24 statements 6 featured 7 assessments
🎙20VC
1h 9m Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
In this in-depth 20VC interview, Uber President and COO Andrew Macdonald discusses the operational mechanics of scaling Uber to a $160B enterprise, navigating the existential transition towa…
28 statements 12 featured 5 assessments 1 contradicted
🎙20VC
1h 20m How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
In this episode of 20VC, growth leader Matt Swulinski joins Harry Stebbings to explain how SaaS startups can build $100M growth engines by combining direct-to-consumer performance marketing …
38 statements 12 featured
🎙20VC
1h 29m Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
In this episode of The 20VC Podcast, host Harry Stebbings leads an in-depth roundtable discussion with venture capitalists Rory O'Driscoll and Jason Lemkin covering major shifts in tech and …
28 statements 10 featured 8 assessments
🎙20VC
1h 8m OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
In this episode of 20VC, host Harry Stebbings interviews OpenRouter Co-Founder and CEO Alex Atallah about the evolving AI ecosystem, dynamic model routing, and the competitive dynamic betwee…
34 statements 9 featured 3 assessments
🎙20VC
1h 30m The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
In this episode of 20VC, host Harry Stebbings interviews David Frankel, Managing Partner at Founder Collective, exploring early-stage venture fund economics, the AI valuation bubble, founder…
69 statements 20 featured 6 assessments
🎙20VC
1h 18m Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
Host Harry Stebbings leads a venture capital panel featuring Nikesh Arora, Rory O'Driscoll, and Jason Lemkin to analyze shifting dynamics in SaaS valuations, AI model commoditization, and cy…
25 statements 6 featured 6 assessments 1 contradicted
🎙20VC
1h 9m Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
In this episode of 20VC, host Harry Stebbings interviews Anastasios Angelopoulos, Co-Founder and CEO of Arena, exploring the rapid evolution of open-source AI, US-China geopolitical competit…
45 statements 15 featured 10 assessments
🎙20VC
1h 5m The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
In this episode of 20VC, host Harry Stebbings interviews Joon Sung Park, Co-founder and CEO of Simile, about building foundation models of human behavior to simulate economic ecosystems and …
40 statements 13 featured 5 assessments 1 contradicted
🎙20VC
1h 20m Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
In this episode of 20VC, host Harry Stebbings leads a debate with venture capitalists Rory O'Driscoll and Jason Lemkin on major developments shaping the tech industry, including open-weights…
30 statements 9 featured 7 assessments
🎙20VC
1h 6m Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
In this episode of 20VC, host Harry Stebbings interviews Matt Murphy, Partner at Menlo Ventures, discussing venture capital strategy in the AI era, Menlo's multi-billion-dollar bet on Anthro…
42 statements 11 featured 2 assessments
🎙20VC
1h 2m Mercor Head of Product on Revenue Concentration from Frontier Labs
In this episode of 20VC, Mercor Head of Product Osvald Nitski discusses the economics of frontier AI data, the evolving role of product managers in AI-native companies, and strategies for sc…
35 statements 9 featured 2 assessments 1 contradicted
🎙20VC
1h 27m Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
In this episode of the 20VC podcast, host Harry Stebbings and venture capitalists Rory O'Driscoll and Jason Lemkin discuss the impact of Chinese open-weight AI models, AI middleware and rout…
35 statements 9 featured 12 assessments 1 contradicted
🎙20VC
1h 28m The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
In this episode of 20VC, host Harry Stebbings interviews Lin Qiao, co-founder and CEO of Fireworks AI, exploring the economics of generative AI, the strategic imperative of open-source model…
43 statements 14 featured 7 assessments
🎙20VC
1h 29m We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
Curative co-founder and CEO Fred Turner joins Harry Stebbings on 20VC to detail his extraordinary journey from scaling a $5 billion COVID-19 testing operation to pivoting into a $1.3 billion…
54 statements 15 featured 10 assessments
🎙20VC
1h 26m Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
In this episode of the 20VC podcast, host Harry Stebbings and venture capitalists Rory O’Driscoll and Jason Lemkin analyze the shifting landscape of venture capital, highlighting the financi…
49 statements 13 featured 9 assessments
🎙20VC
1h 4m Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
In this 20VC interview, Wix founder and CEO Avishai Abrahami demystifies the economics of vibe-coding, challenges current AI hype, and offers deep strategic insights into SaaS valuations, st…
27 statements 11 featured 1 assessments
🎙20VC
1h 0m Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
In this episode of 20VC, Glean founder Arvind Jain sits down with host Harry Stebbings to discuss why specialized application platforms will outpace general frontier models, the major corpor…
45 statements 16 featured 9 assessments 4 contradicted
🎙20VC
1h 27m Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
In this episode of the 20VC podcast, host Harry Stebbings and co-hosts Rory O'Driscoll and Jason Lemkin dissect the rapidly evolving AI landscape, analyzing regulatory developments, the econ…
44 statements 13 featured 11 assessments 1 contradicted
🎙20VC
1h 11m Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews Mike Mignano, General Partner at Union Square Ventures, exploring the shift from AI infrastructure to the application layer, the econ…
71 statements 19 featured 5 assessments 1 contradicted
🎙20VC
1h 11m Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
In this engaging episode of 20VC, Sierra co-founder Clay Bavor shares strategic insights on AI model economics, building high-leverage enterprise software, and the unique operational philoso…
40 statements 12 featured 5 assessments
🎙20VC
1h 18m Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
This episode of 20VC features Harry Stebbings, Rory O'Driscoll, and Jason Lemkin as they analyze major shifts in the tech landscape, focusing on the pressure for real AI return on investment…
30 statements 9 featured 6 assessments
🎙20VC
1h 6m Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
In this deep-dive interview, Bloom Energy CEO K.R. Shridhar discusses how the explosive, secular demand for AI infrastructure is driving a revolution in clean, edge-based power, while sharin…
26 statements 9 featured 8 assessments 1 contradicted
🎙20VC
54m How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews FOMO co-founder and CEO Paul Erlanger to discuss the platform's social-first trading model, its unconventional path to raising $94M f…
47 statements 16 featured 8 assessments
🎙20VC
1h 28m DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Host Harry Stebbings leads a deep-dive discussion with investors Rory O'Driscoll and Jason Lemkin on the volatile landscape of generative AI, analyzing the shifting talent wars, the macroeco…
37 statements 11 featured 13 assessments 1 contradicted
🎙20VC
1h 16m Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
Palo Alto Networks CEO Nikesh Arora joins host Harry Stebbings to dissect the strategic, macroeconomic, and security implications of the AI revolution, while sharing personal leadership phil…
48 statements 13 featured 5 assessments 1 contradicted
🎙20VC
1h 20m Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings sits down with Flexport CEO Ryan Petersen to discuss the realities of scaling a global logistics giant, the transition to AI automation, and his…
64 statements 19 featured 2 assessments
🎙20VC
1h 28m Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings and his co-hosts analyze monumental shifts in the tech ecosystem, including SpaceX's historic IPO, the regulatory fallout from the US government…
29 statements 8 featured 8 assessments 1 contradicted
🎙20VC
1h 35m Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
In this episode of 20VC, Perplexity AI CEO Aravind Srinivas shares a deeply analytical perspective on the AI industry, detailing the shift from search to autonomous orchestration, the physic…
63 statements 14 featured 8 assessments 1 contradicted
🎙20VC
1h 25m OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Matan Grinberg, co-founder and CEO of Factory, discusses the transition to agent-native software engineering, how enterprises are navigating the 'AI hangover' with cost-conscious routing, an…
59 statements 16 featured 1 assessments
🎙20VC
1h 15m SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
In this episode of 20VC, Harry Stebbings, Rory O'Driscoll, and Jason Lemkin dissect late-stage market trends, including the landmark IPO strategies of SpaceX and OpenAI, the operational econ…
39 statements 10 featured 15 assessments 2 contradicted
🎙20VC
1h 14m Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
In this episode of 20VC, Nebius co-founder Roman Chernin joins host Harry Stebbings to debunk the AI infrastructure bubble and outline his company's full-stack strategy for scaling GPU cloud…
20 statements 6 featured 3 assessments
🎙20VC
57m Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews Jacob Lauritzen, the CTO of Legora, to discuss how the hyper-growth enterprise startup leverages AI tooling, restructures engineering…
59 statements 14 featured 2 assessments
🎙20VC
1h 38m Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Jason Lemkin, and Rory O'Driscoll debate major industry developments including Anthropic's confidential IPO filing, Cognition's massive valuati…
30 statements 9 featured 7 assessments 1 contradicted
🎙20VC
1h 14m Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
In this 20VC podcast episode, Mercor CEO Brandon Foody addresses public controversies surrounding his multi-billion dollar startup while outlining his perspective on AI labor dynamics, the l…
62 statements 17 featured 11 assessments 1 contradicted
🎙20VC
56m The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews Nico Laqua, the co-founder and CEO of Corgi Insurance, exploring his controversial seven-day work culture, his contrarian philosophie…
51 statements 14 featured 3 assessments
🎙20VC
1h 27m OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
Host Harry Stebbings, Rory O'Driscoll, and Jason Lemkin deliver a high-energy, financial analysis of the AI ecosystem, examining OpenAI and SpaceX's S-1 filings, massive infrastructure fundi…
34 statements 8 featured 11 assessments
🎙20VC
1h 7m Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
In this interview, Cerebras Systems CEO Andrew Feldman joins Harry Stebbings to discuss the future of AI hardware, data center infrastructure, and geopolitical semiconductor policies, while …
33 statements 12 featured 10 assessments 1 contradicted
🎙20VC
1h 23m Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow · 20VC with Harry Stebbings
In this high-impact interview, sales veterans Chris Degnan and Chad Peets break down modern enterprise sales execution, detailing tactical playbooks for recruiting grit-driven talent, combat…
57 statements 16 featured 3 assessments
🎙20VC
1h 27m Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
In this episode of the 20VC podcast, host Harry Stebbings leads an in-depth roundtable discussion with Rory O'Driscoll and Jason Lemkin analyzing Anthropic's massive fundraise, the viability…
35 statements 9 featured 6 assessments
🎙20VC
1h 35m Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews tech entrepreneur and investor Josh Browder on how he turned a $100,000 Thiel Fellowship grant into a $10 million portfolio, his uniq…
98 statements 27 featured 3 assessments 2 contradicted
🎙20VC
1h 8m The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
In this in-depth interview, Abridge founder and CEO Shiv Rao discusses the company's journey to a $5.3 billion valuation, detailing the strategic pivots, fundraising challenges, technical ch…
60 statements 16 featured 9 assessments
🎙20VC
1h 19m Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
In this episode, host Harry Stebbings, along with guests Jason Lemkin and Rory O'Driscoll, analyze the shifting landscape of tech, tracking Anthropic's massive infrastructure deals, the high…
32 statements 10 featured 14 assessments 2 contradicted
🎙20VC
1h 13m Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
In this episode of 20VC, Legora CRO Patrick Forquer joins Harry Stebbings to dissect the tactical strategies that powered Legora's hyper-growth to $100M+ ARR, covering AI-specific sales play…
51 statements 12 featured 4 assessments 1 contradicted
🎙20VC
1h 57m Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
In this wide-ranging interview, Speechify founder and CEO Cliff Weitzman shares his unconventional strategies for hyper-scaling a consumer AI startup, managing talent with radical standards …
98 statements 29 featured 15 assessments 5 contradicted
🎙20VC
1h 36m Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
In this episode of 20VC, Harry Stebbings, Rory O'Driscoll, and Jason Lemkin analyze the record-breaking quarterly earnings of the Magnificent Seven, the viability of the SaaS market recovery…
40 statements 10 featured 5 assessments 1 contradicted
🎙20VC
1h 20m Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
In this deep-dive interview, Shopify founder and CEO Tobi L0tke shares his counterintuitive views on the psychology of corporate builders, refutes the narrative of AI-driven job loss, and pr…
55 statements 13 featured 7 assessments 2 contradicted
🎙20VC
1h 14m Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
In this video, Clay's Head of Sales Becca Lindquist shares a highly tactical playbook for scaling sales organizations in the AI era, detailing strategies for hiring, compensation, and levera…
35 statements 12 featured 1 assessments
🎙20VC
1h 28m Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
Harry Stebbings, Rory O'Driscoll, and Jason Lemkin analyze the seismic shifts in the technology landscape, detailing how autonomous AI agents are disrupting enterprise SaaS valuations, the h…
51 statements 13 featured 12 assessments 1 contradicted
🎙20VC
1h 20m AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
AppLovin co-founder and CEO Adam Foroughi joins host Harry Stebbings on the 20VC podcast to discuss his highly unconventional leadership principles, surviving a 92% stock collapse, and restr…
72 statements 24 featured 10 assessments 1 contradicted
🎙20VC
48m Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
In this interview, Replit CEO Amjad Masad discusses the fundamental shift from traditional coding to AI-driven 'vibe coding,' the structural collapse of middle-tier SaaS companies, and the c…
36 statements 11 featured 2 assessments
🎙20VC
1h 50m Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
In this episode of 20VC, Harry Stebbings, Rory O'Driscoll, and Jason Lemkin dissect major shifts in the tech landscape, including xAI's potential $60 billion acquisition of Cursor, Anthropic…
38 statements 10 featured 9 assessments 1 contradicted
🎙20VC
54m Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews Box CEO Aaron Levie to demystify the realities of enterprise AI, highlighting why software engineering and professional headcounts wi…
24 statements 7 featured 2 assessments
🎙20VC
1h 3m Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
In this episode of the 20VC podcast, Harry Stebbings interviews media sensation Jake Paul and his Anti Fund co-founder Geoffrey Woo, exploring how they leverage cultural taste, attention, an…
35 statements 11 featured 1 assessments
🎙20VC
1h 30m SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings sits down with tech investors Jason Lemkin and Rory O'Driscoll to dissect major shifts in the AI and tech landscape, ranging from the OpenAI vs.…
45 statements 15 featured 7 assessments
🎙20VC
1h 15m The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
In this episode of 20VC, AI investor and AMP founder Anj Midha discusses the scaling laws of frontier AI, the geopolitical battlegrounds of data sovereignty, and the early, heavily rejected …
48 statements 13 featured 6 assessments 2 contradicted
🎙20VC
1h 25m ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota · 20VC with Harry Stebbings
In this masterclass episode of the 20VC podcast, host Harry Stebbings interviews ElevenLabs Chief Revenue Officer and solo GP Carles Reina on scaling high-growth sales teams in an AI-first e…
72 statements 20 featured 4 assessments 1 contradicted
🎙20VC
1h 32m OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dissect the financial and executive shifts at OpenAI and Anthropic, the historic scale of SpaceX's projected …
38 statements 12 featured 5 assessments
🎙20VC
32m Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI · 20VC with Harry Stebbings
In this episode of 20VC, Google DeepMind co-founder Demis Hassabis sits down with Harry Stebbings to discuss the timeline, technical bottlenecks, and organizational shifts on the path to Art…
34 statements 10 featured 3 assessments
🎙20VC
1h 3m How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
In this deep-dive interview, Hims & Hers founder and CEO Andrew Dudum discusses the company's trajectory to a multi-billion-dollar valuation, sharing strategic insights on navigating public …
31 statements 8 featured 8 assessments
🎙20VC
1h 12m OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Rory O'Driscoll, and Jason Lemkin deliver a sharp, analytical debrief of high-stakes technology and venture capital trends, focusing on the tac…
24 statements 11 featured 11 assessments 2 contradicted
🎙20VC
1h 16m Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
In this comprehensive interview with Harry Stebbings on the 20VC podcast, venture capital legend Marc Andreessen shares provocative insights on founder psychology, the inner workings of Andr…
50 statements 15 featured 3 assessments
🎙20VC
58m Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
In this in-depth interview, legendary cybersecurity investor Gili Raanan joins host Harry Stebbings to dissect the structural flaws of the traditional venture capital model, sharing his cont…
29 statements 8 featured 4 assessments
🎙20VC
1h 19m Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
This episode of the 20VC podcast features hosts Harry Stebbings, Rory O'Driscoll O'Driscoll, and Jason Lemkin Lemkin as they analyze major structural shifts in the tech ecosystem, including …
27 statements 8 featured 4 assessments 1 contradicted
🎙20VC
57m 99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews Matthew Steckman, President and CBO of Anduril Industries, to explore the unique go-to-market strategies, manufacturing innovations, …
36 statements 9 featured 4 assessments 1 contradicted
🎙20VC
1h 5m This is why I don't believe in sales quotas | Figma CRO · 20VC with Harry Stebbings
In this episode of 20VC, Figma's Chief Revenue Officer Sean Boscanian shares counter-intuitive sales philosophies, detailing how Figma scales its high-performing sales-led and PLG motions wi…
32 statements 11 featured 5 assessments
🎙20VC
1h 17m NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
In this episode of the 20VC podcast, host Harry Stebbings, along with veteran investors Jason Lemkin and Rory O'Driscoll, analyzes major shifts in technology and capital markets, including N…
35 statements 12 featured 6 assessments 1 contradicted
🎙20VC
1h 18m Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings interviews seasoned operator-turned-investor Gokul Rajaram to explore his "eight moats of defensibility" framework, dissecting how artificial in…
80 statements 23 featured 17 assessments 4 contradicted
🎙20VC
1h 10m Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
In this interview, growth expert Elena Verna outlines how artificial intelligence is transforming startup growth, emphasizing that trust, employee-led branding, and unconventional product-le…
43 statements 13 featured 5 assessments
🎙20VC
1h 21m Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Jason Lemkin, and Rory O'Driscoll analyze Anthropic's legal battle with the US government, the aggressive AI data center capital expenditures, …
45 statements 10 featured 12 assessments 2 contradicted
🎙20VC
1h 3m "Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
In this deep-dive interview, Accel growth partner Miles Clements discusses the mechanics of modern venture capital, debunking rumors surrounding AI startups like Cursor while exploring Accel…
44 statements 15 featured 8 assessments 1 contradicted
🎙20VC
1h 4m Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
In this episode of 20VC, Harry Stebbings interviews Mitchell Green, Managing Partner of Lead Edge Capital, who critiques modern venture capital fund sizes and outlines his contrarian value-i…
67 statements 15 featured 9 assessments 1 contradicted
🎙20VC
1h 25m Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
In this episode of 20VC, Harry Stebbings, Jason Lemkin Lemkin, and Rory O'Driscoll analyze the geopolitical tensions of military AI contracts, OpenAI's historic private funding rounds, the '…
28 statements 8 featured 10 assessments 1 contradicted
🎙20VC
1h 14m Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
In this episode of 20VC, Monday.com co-CEO Eran Zinman sits down with Harry Stebbings to discuss how the company is navigating the "SaaSpocalypse," systematically debunking AI-driven doomsda…
55 statements 14 featured 11 assessments
🎙20VC
1h 0m The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
Veteran venture capitalist Jerry Murdock outlines the highly disruptive "AI tsunami," explaining how autonomous agents, open-source technology, and hardware shifts will fundamentally reconst…
40 statements 11 featured 4 assessments 1 contradicted
🎙20VC
1h 21m Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dissect how advancing AI agents threaten the core SaaS business model, debate the macroeconomic implications …
44 statements 10 featured 7 assessments 1 contradicted
🎙20VC
1h 6m Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
Growth investor Lucas Swisher of Coatue joins host Harry Stebbings on the 20VC podcast to discuss the structural re-valuation of SaaS, Coatue's disciplined growth-stage investment frameworks…
59 statements 15 featured 5 assessments 1 contradicted
🎙20VC
1h 3m OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
OpenAI's Codex Product Lead, Alexander Emberikos, discusses the future of software engineering, explaining how AI is shifting developers from manual coding to task delegation and automated c…
44 statements 11 featured 6 assessments 1 contradicted
🎙20VC
1h 37m Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, along with veteran investors Jason Lemkin and Rory O'Driscoll, analyze the profound disruption generative AI is bringing to traditional SaaS bu…
42 statements 12 featured 16 assessments
🎙20VC
1h 29m Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
In this deep-dive 20VC interview, Klarna CEO Sebastian Siemiatkowski and host Harry Stebbings explore the disruptive power of AI, tracing how it commoditizes traditional SaaS, automates larg…
57 statements 16 featured 15 assessments 1 contradicted
🎙20VC
1h 24m Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Atlassian co-founder Mike Cannon-Brooks, and tech investors Rory O'Driscoll and Jason Lemkin dissect the future of software, the rise of agenti…
28 statements 8 featured 7 assessments
🎙20VC
1h 20m a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
In this 20VC interview, Andreessen Horowitz General Partner Anish Acharya challenges the "SaaSpocalypse" narrative and discusses AI-driven value migration, consumer companion dynamics, and t…
65 statements 18 featured 8 assessments
🎙20VC
54m 20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
In this episode of TwentyVC, host Harry Stebbings interviews Ariel Cohen, co-founder and CEO of Navan, exploring the operational realities behind public market valuation shifts, proprietary …
23 statements 11 featured 6 assessments
🎙20VC
1h 37m The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
In this dynamic episode of the 20VC podcast, host Harry Stebbings, Rory O'Driscoll, and Jason Lemkin break down the collapsing valuations of traditional SaaS platforms, the immense capital r…
38 statements 13 featured 9 assessments
🎙20VC
1h 15m Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
In this deep-dive interview, veteran solo capitalist Oren Zeev challenges mainstream venture capital conventions, detailing his contrarian investment philosophy, his pragmatic outlook on the…
56 statements 18 featured 6 assessments
🎙20VC
1h 1m 20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
In this episode of 20Growth, Wix CMO Omer Shai discusses scaling marketing engines, replacing outdated LTV metrics with Time Return On Investment (TROI), and integrating AI across search, hi…
25 statements 10 featured 6 assessments 1 contradicted
🎙20VC
1h 18m Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings, Rory O'Driscoll, and Jason Lemkin dissect the structural shifts in tech and venture capital, examining high-profile M&As, the crippling infrast…
58 statements 18 featured 18 assessments
🎙20VC
1h 6m Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
In this episode of 20VC, Legora CEO Max Junestrand joins host Harry Stebbings to discuss his company's explosive growth—including adding $7 million in ARR in a single day—and details the str…
53 statements 17 featured 7 assessments 1 contradicted
🎙20VC
42m 20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
In this special episode of 20VC, podcast host and venture capitalist Harry Stebbings sits down with Simon Squibb to share his journey from starting a podcast at age 18 to managing a $400 mil…
26 statements 14 featured 1 assessments
🎙20VC
1h 23m Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
This episode of the 20VC podcast features host Harry Stebbings alongside venture capital experts Jason Lemkin and Rory O'Driscoll to analyze the existential challenges facing traditional Saa…
47 statements 10 featured 11 assessments 2 contradicted
🎙20VC
1h 13m Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady · 20VC with Harry Stebbings
In this episode of 20VC, Harvey CEO Winston Weinberg sits down with Harry Stebbings to share key insights on raising capital efficiently, hiring mission-driven talent, building deep product …
46 statements 13 featured 5 assessments 1 contradicted
🎙20VC
45m 20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
In this episode of 20 Product, host Harry Stebbings interviews Superhuman Chief Product Officer Noam Lovinsky to discuss how AI is transforming product strategy, design thinking, engineering…
25 statements 8 featured 1 assessments
🎙20VC
1h 30m Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
In this episode of 20VC, host Harry Stebbings and co-hosts Rory O'Driscoll and Jason Lemkin analyze the changing landscape of venture capital, debating the massive valuations of AI giants, t…
45 statements 13 featured 17 assessments 4 contradicted
🎙20VC
1h 15m Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
In this deep-dive interview, Andreessen Horowitz general partner Alex Rampell outlines his frameworks for navigating the polarized venture capital landscape, identifying high-agency founders…
37 statements 14 featured 1 assessments 1 contradicted
🎙20VC
1h 13m 20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
In this episode of 20 Growth, host Harry Stebbings interviews Luke Harries, Head of Growth at ElevenLabs, to dissect how the AI voice pioneer achieved a $7 billion valuation and $400 million…
33 statements 10 featured 6 assessments 1 contradicted
🎙20VC
1h 9m 20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
In this episode of 20 Sales, veteran sales executive Chad Peet joins host Harry Stebbings to share his high-intensity philosophy on building elite revenue organizations, recruiting top-tier …
45 statements 11 featured 1 assessments 1 contradicted
🎙20VC
1h 27m Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
In this dynamic episode of 20VC, host Harry Stebbings sits down with tech veterans Jason Lemkin and Rory O'Driscoll to dissect massive AI acquisitions like NVIDIA's $20 billion purchase of G…
55 statements 14 featured 15 assessments 2 contradicted
🎙20VC
1h 6m Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough · 20VC with Harry Stebbings
In this high-energy episode of 20VC, host Harry Stebbings interviews Alan Chang, co-founder and CEO of Fuse Energy, exploring how his experience at Revolut shaped his uncompromising philosop…
71 statements 20 featured 10 assessments 1 contradicted