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20VC with Harry Stebbings — Podroma
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20VC with Harry Stebbings
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Episodes
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
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GPT Astra & Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town
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The $100 Billion AI Assistant Race That Will Replace Apps on Your Phone
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How to Build Your Own Data Center & Why Every Startup Should Do It
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NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
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ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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Only 10% of Neo-labs Will Survive | Factory CTO, Eno Reyes
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Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
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Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
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The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
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Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
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Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
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How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
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Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
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OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
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The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
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Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
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The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
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Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
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Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
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Mercor Head of Product on Revenue Concentration from Frontier Labs
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Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal
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The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
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We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
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Meta Takes on OpenAI | Apple Sues OpenAI | SK Hynix’s $26BN IPO
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Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding
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Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder
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Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips
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Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV
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