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podcast
20VC
hosts · harry stebbings · jason lemkin · rory o'driscoll
episodes
31
mentions
389
tickers
146
net sentiment
41%
tickers discussed · 146
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guests & speakers · 29
david frankelharry stebbingsanastasiosjun song parkjason lemkinrory o'driscollmatt murphylin qiaofred turneravishai abrahamiarvind jainmike mignanoclay bavorkr sridharpaul erlangerryan petersennikesh aroraaravind srinivasevedmatan grinbergroman cherninjacob lorettsonbrandon suedenico laquaroyandrew feldmanchris degnanchad peets
episodes · 31
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel18 insights
2026-08-08 · Shield AI thesis: AI layer on commoditized drones/hardware is the real value
Arena CEO: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model35 insights
2026-08-03 · Anastasios: Arena past $100M ARR, 30M monthly users, agentic eval leader
The Best AI Companies Have Unique Data Acquisition Strategies | Simile Co-founder & CEO8 insights
2026-08-01 · Simile positions simulation as GPU of intelligence complementing LLM CPU
Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks29 insights
2026-07-30 · Nvidia's open weights letter signals strategic pivot as component manufacturer faces marg…
Leading Anthropic's Seed Round | Do Margins Matter in AI & Why Series A is Hard | Matt Murphy5 insights
2026-07-27 · OpenRouter's model routing marketplace hits wild profitability ahead of multi-model optim…
Are OpenAI & Anthropic Overvalued? The Open-Source AI Reality with Fireworks AI, Lin Qiao12 insights
2026-07-20 · Fireworks AI hits $800M ARR, expects to double by year-end on specialized intelligence de…
From 7 to 7,000 Employees in 9 Months | Curative Co-founder & CEO17 insights
2026-07-18 · Subcritical pursues energy amplifier nuclear fission with particle accelerator for inhere…
Meta Takes on OpenAI | Apple Sues OpenAI | SK Hynix’s $26BN IPO7 insights
2026-07-16 · Anthropic hitting TAM ceiling in software engineering spend
Wix Founder: What Wall St Gets Wrong About AI & Wix | Will Base44 Win the Vibe-Coding Wars?8 insights
2026-07-13 · K Health AI diagnoses better than most doctors; Avishai is investor
Who REALLY Wins the AI Race? | Why Teams Will Get Bigger Not Smaller in an AI World | Glean Founder10 insights
2026-07-11 · Glean CEO sees open source handling 90%+ of enterprise AI use cases within 3 years
The Rise of Chinese Open Source | Sam Offers Trump 5% of OpenAI | Enterprises Fear Frontier Models10 insights
2026-07-09 · Higgsfield hits $500M ARR in AI video, raising at $5B — Jason and Harry invested
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV12 insights
2026-07-06 · Radiant building factory-line small nuclear reactors for AI energy demand
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need4 insights
2026-07-04 · Bavor: Google's mission-aligned culture can solve anything when smart people pursue truth
Bloom Energy CEO: Why Electricity, Not AI Models, Will Decide the Winners of the AI Race2 insights
2026-06-29 · Bloom Energy CEO: AI-driven electricity demand creates $5.5T market opportunity for distr…
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong7 insights
2026-06-27 · Fomo bets social trading can beat financial super-apps
Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic4 insights
2026-06-25 · Google is still winning the market, but 20VC says mindshare belongs to Claude and OpenAI
Flexport CEO: Why Revenge and Patriotism are the Best Founder Traits6 insights
2026-06-23 · Ryan Petersen says Flexport can compound 30% annually from tiny share in a huge market
Nikesh Arora on The Future of Token Costs | Memory Becoming the Moat & Why Enterprise AI Isn't Ready5 insights
2026-06-23 · Nikesh Arora says AI breakthroughs are an accelerant for cybersecurity spend
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN32 insights
2026-06-18 · Ev bullish on SpaceX long-term: Elon sells long-dated call options on future narratives
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China10 insights
2026-06-15 · Srinivas picks SpaceX over OpenAI/Anthropic for 10-year hold: unique space infrastructure…
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning9 insights
2026-06-13 · Grinberg picks Anthropic over OpenAI on IPO day citing lower volatility
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR22 insights
2026-06-11 · Jason questions Suno's $5.4B valuation despite being paying customer — feels like risk-on…
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute20 insights
2026-06-08 · Nebius co-founder outlines full-stack AI infrastructure strategy from bare metal to agent…
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO9 insights
2026-06-06 · Figma remains essential design system storage for scaling products
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic7 insights
2026-06-04 · Salesforce bifurcates: core CRM stuck at single-digit growth, Agentforce driving double d…
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers8 insights
2026-06-01 · Harry Stebbings invested in Mercor at $2B valuation (Series B), calls it incredible inves…
The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi3 insights
2026-05-30 · Corgi CEO builds $2.5B insurtech with mandatory 7-day workweeks and office-living culture
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds18 insights
2026-05-28 · Exa raises at $2.2B as 'Google for agents' — core infrastructure for agentic web search
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China9 insights
2026-05-26 · Cerebras CEO: Wafer-scale architecture avoids HBM/CoWoS bottlenecks, 15x faster inference
Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow11 insights
2026-05-23 · Wiz built world-class sales org under Dolly Rajic — operational excellence from AppDynami…
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 124 insights
2026-05-21 · Anthropic $30B raise at $900B is best trade in venture at 18x ARR growing 10x YoY