Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
Fred Turner of Curative joins Harry Stebbings to discuss scaling from 7 to 7,000 employees in 9 months during COVID and how AI agents now automate back-office work.
Harry Stebbings covers Meta's pricing moves against coding AI rivals, the SK Hynix $26.5B IPO, and a lawsuit against OpenAI for alleged trade secret theft.
Wix founder Avishai Abrahami joins Harry Stebbings to discuss the economics of vibe coding, Wix's $80M acquisition of Base44, and why AI won't kill traditional no-code tools for small businesses.
Arvind Jain, founder of Glean, joins Harry Stebbings to argue that OpenAI and Anthropic won't dominate enterprise software because context and integration matter more than raw model power.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss Sam Altman's equity offer to the US government, enterprise skepticism about AI ROI, and China's push to build its own frontier models.
Mike Mignano, newly promoted general partner at USV, joins Harry Stebbings to discuss why the AI opportunity has shifted to the application layer and how startups should approach building on frontier models.
Clay Bavor, co-founder of Sierra, a $16B AI agent platform, talks frontier versus open-source models, enterprise go-to-market strategy, and how founders can stay focused in fast-moving AI markets.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dig into Coinbase cutting AI spend by 50%, the rise of SaaS roll-ups, and what Kalshi's $40B valuation signals about prediction markets.
Harry Stebbings talks with Bloom Energy founder KR Sridhar, a former NASA Mars engineer, who argues AI power demand is a lasting revolution, not a bubble, and that power generation must move to the edge.
Paul Erlanger, CEO of FOMO, joins Harry Stebbings to discuss raising $94M from Benchmark, Index Ventures, and USV while keeping a team of just 17 people.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll debate whether $725 billion in AI capex can ever be justified, and how open source models are squeezing closed-source AI companies.
Nikesh Arora, CEO of Palo Alto Networks, joins Harry Stebbings to discuss why enterprise AI adoption is still early and how token costs, memory, and workflow redesign will define the next few years.
Flexport CEO Ryan Petersen joins Harry Stebbings to discuss founder psychology, fundraising strategy, AI adoption, and why traits like revenge and patriotism make for strong founders.
Harry Stebbings, Rory O'Driscoll, and Everett Randle break down a big week in tech, covering SpaceX's IPO, a US government ban on an Anthropic AI model, and falling SaaS valuations.
Perplexity CEO Aravind Srinivas talks with Harry Stebbings about why power, not chips, limits AI growth, and how export controls have unexpectedly helped China.
Harry Stebbings talks with Matan Grinberg, CEO of Factory, about how enterprises are misallocating AI spend and what separates companies that will actually see ROI from those that won't.
Harry Stebbings and Rory O'Driscoll break down the SpaceX IPO, OpenAI going public, and how AI is reshaping startup efficiency and software valuations.
Roman Chernyak, co-founder of Nebius, talks with Harry Stebbings about whether the AI infrastructure boom is a bubble and how demand for compute changes as prices fall.
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss AI spending trends, whether token budgets will replace engineers, and whether Cognition's $26 billion valuation makes sense.
Harry Stebbings talks with Mercor co-founder and CEO Brendan Foody about growth after a security incident, why he thinks AI application companies lack defensibility, agent token spend, AI and jobs, and tax policy.