Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
Lucas Swisher from Coatue's growth fund talks with Harry Stebbings about why public SaaS is struggling and how AI is reshaping what growth investors should look for.
Alexander Bericos, OpenAI's Codex product lead, joins Harry Stebbings to discuss how AI agents are changing software development and what that means for engineers, companies, and hiring.
Harry Stebbings and Jason Lemkin break down major early 2026 tech moves, including Anthropic's $380B valuation, Thrive's $10B fund, and Stripe versus Adyen in payments.
Klarna CEO Sebastian Siemiatkowski joins Harry Stebbings to argue that AI agents will kill traditional SaaS by eliminating switching costs and reshaping how companies are built and staffed.
Carles Reina, VP of Sales at ElevenLabs, talks with Harry Stebbings about the aggressive sales culture behind the company's rapid growth, including a 20x base salary quota system and ruthless public accountability.
Harry Stebbings, Mike Cannon-Brooks, Jason Lemkin, and Rory O'Driscoll debate whether software is dying or growing in the AI era, covering valuations, crowded markets, and Super Bowl ads.
Anish Acharya, GP at a16z, joins Harry Stebbings to discuss whether SaaS is dying, why AI margins still matter, and why he does not think we are in an AI bubble.
Harry Stebbings and Alexander Bericos break down the collapse in public software valuations, Microsoft's $360B market cap loss, and what the AI capital boom means for SaaS and autonomous vehicles.