Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
Harry Stebbings talks with Bessemer's Sameer Dholakia about the firm's $5.75 billion raise and why he thinks AI is a bigger super cycle than the internet or cloud, with intelligence becoming a market larger than oil.
LangChain CEO Harrison Chase talks with Harry Stebbings about why building reliable AI agents is so hard and where competitive advantage actually sits in the AI stack.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss a founder-investor lawsuit over pro-rata rights, Meta's AI comeback, and NVIDIA's rumored $30B open-source model deal.
Atlassian CEO Mike Cannon-Brooks talks with Harry Stebbings about AI strategy for enterprises, covering model routing, interface design, and why specialized AI models haven't beaten generalist ones.
Max Freeman, SVP of Sales at Ramp, walks Harry Stebbings through how to build a sales org from first hire to scale, treating it as an engineering problem.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss OpenAI's comeback, Anthropic's IPO pressure, ElevenLabs' $22B valuation, and how AI agents will reshape startup competition by 2027.
Venky Ganesan of Menlo Ventures joins Harry Stebbings to discuss how venture capital has changed and whether smaller funds can still compete without a billion-dollar pool.
Crusoe Energy CEO Chase Lochmiller talks with Harry Stebbings about why common assumptions around GPU depreciation and AI infrastructure costs are wrong, and how vertical integration builds lasting advantage.
Harry Stebbings, Jason Lemkin, Rory O'Driscoll, and Jack Altman break down AMD's $8.2B World Labs deal, Meta poaching MongoDB's CEO for $500M, and what big AI moves mean for venture strategy.
Alex Mashrabov, CEO of Higgsfield, joins Harry Stebbings to discuss how his AI video platform hit $1 billion in annualized revenue in 18 months while spending $4 million monthly on AI inference.
Parag Agrawal, founder of Parallel, tells Harry Stebbings why agents will use the web 1,000x more than humans, why ads break in that world, and what he learned working with Elon at Twitter.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Meta's AI app hitting number one, Anthropic's IPO delay, and how to tell defensible AI bets from risky infrastructure plays.
Daniel Dines, founder of UiPath, joins Harry Stebbings to argue that documented work processes, not AI models, will be the most valuable enterprise asset in an AI-driven future.
Thomas Sohmers, co-founder of Positron AI, joins Harry Stebbings to discuss why energy and regulation, not compute, are the real limits on AI growth.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Instinct's $10B raise, Meta's Muse agent platform, Miro's sale at a steep discount, and Mistral's European funding round.
Baylor University CIO David Morehead talks with Harry Stebbings about how endowments should allocate to venture and private equity, focusing on capital velocity over absolute returns.
Eight Sleep CEO Matteo Franceschetti joins Harry Stebbings to discuss how AI is reshaping his hardware company and shares predictions for how AI will change work and the economy.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Jensen Huang's AGI claim, new AI model releases, autonomous vehicles, and how founders and investors should think about speed and deal structures.
Harry Stebbings talks with Jean-Denis Grèze, former Plaid CTO and founder of Town, an AI assistant that lives in email and calendar. They cover competition from Instinct and GrokBot, moats, model costs and pricing.
Cliff Weitzman of Speechify joins Harry Stebbings to explain why startups should own their GPU hardware, how to build AI engineering teams, and where the best opportunities in applied AI lie.