Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss NVIDIA's earnings, AI agents reshaping B2B software, and what it takes for startups to survive in the current market.
Aaron Katz, CEO of ClickHouse, talks with Harry Stebbings about building a $15B database company, AI infrastructure strategy, and why revenue concentration is a hidden risk.
Eno Reyes, CTO of Factory, joins Harry Stebbings to discuss whether enterprises should use open-source Chinese AI models and which AI startups will survive the next 18 months.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down AI infrastructure, frontier model competition, and why enterprise AI spending is becoming a capital budgeting problem.
Julien Bek of Sequoia Capital joins Harry Stebbings to discuss how Sequoia sources and wins deals, reads founders, and thinks about AI agents reshaping software economics.
Jerry Murdock, founder of Insight Partners, joins Harry Stebbings to discuss why the AI bubble may burst by early 2027 and where builders should focus their bets.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down a big week in AI deals, including Stripe's OpenRouter acquisition and Anthropic's first profit.
Uber President Andrew Macdonald talks with Harry Stebbings about scaling ride-hailing globally, why autonomous vehicles are existential for Uber, and how membership and pricing drive long-term growth.
Matt Swulinski, who scaled growth at Superhuman and Wispr Flow, shares how to build paid acquisition systems that treat SaaS growth like ecommerce.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss how AI is disrupting software companies like Canva, reshaping talent markets, and changing how founders think about equity and control.
OpenRouter CEO Alex Atallah talks with Harry Stebbings about why Chinese open-weight models are ahead of US ones, and why enterprises are wary of depending on a single AI provider.
Harry Stebbings talks with David Frankel of Founder Collective about who wins and loses in the AI boom and how seed-stage investors can find an edge.
Harry Stebbings, Nikesh Arora, Jason Lemkin, and Rory O'Driscoll discuss the AI infrastructure race and why compute, energy, and land access matter more than model quality.
Anastasios Angelopoulos, CEO of Arena, joins Harry Stebbings to discuss why open-source AI will produce a $100B US company and why data is a trillion-dollar market.
Joon Sung Park, CEO of Simile, joins Harry Stebbings to explain why unique data acquisition strategies, not compute or algorithms, are what separate the best AI companies.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down a turbulent week in tech, covering Travis Kalanick's $1.7B raise, Google Cloud's growth, and AI regulation debates.
Matt Murphy of Menlo Ventures talks with Harry Stebbings about how AI is changing venture capital, including how Menlo bet on Anthropic and why traditional ownership metrics no longer predict returns.
Harry Stebbings talks with Osvald Nitski, CPO at Mercor, about scaling a data business for frontier AI labs, managing revenue concentration, and expanding into enterprise.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Chinese AI models challenging Western labs, the Stripe-PayPal acquisition, and where the real money in AI is flowing.
Lin Qiao, founder of Fireworks, joins Harry Stebbings to discuss why specialized AI models will beat general ones for enterprises and how falling token costs will drive massive usage growth.