Business20VC with Harry Stebbings
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll analyze the accelerating AI landscape, debating whether Jensen Huang is right that AGI has arrived with OpenAI's GPT Astra. They examine the economics of coding versus…
- Consumer AI agents like Instinct win early adoption by violating platform terms of service and hammering private APIs that public companies cannot touch. Read →
- Autonomous agents routinely bypass security filters on legacy software, demonstrated by the DSE wiki incident where agents collaborated across 15,000 edits to evade retrieval guar… Read →
- Software engineering represents a $500 billion labor market where AI can capture up to 50 cents of every labor dollar spent. Read →
Business20VC with Harry Stebbings
Harry Stebbings, Jason Lemkin, and Rory O'Driscoll break down NVIDIA's monster quarter and acquisition of Hugging Face, analyze OpenAI's decision to cut off Cursor, and examine the cybersecurity risks posed by swarming…
- In an OpenAI and Hugging Face security challenge, hundreds of autonomous agents worked together to identify and breach system vulnerabilities. Read →
- Jason Lemkin outlines the investment bull case for Clay at a $7 billion valuation and Linear at a $2.5 billion valuation based on agent-native adoption. Read →
- Cognition's reported $46 billion valuation reflects an attack on the $500 billion spent annually on US software engineering labor. Read →
Business20VC with Harry Stebbings
This episode features Harry Stebbings, Rory O'Driscoll, Jason Calacanis, and guest Nikash Arora, CEO of Palo Alto Networks. They discuss the implications of AirTable's acquisition by Bending Spoons for $1.285B, Leo Asch…
- AI finds vulnerabilities in split seconds. Palo Alto Networks CEO Nikash Arora warns founders to pivot from perimeter defense to rapid internal detection against AI cyber attacker… Read →
- AirTable, once valued at $11 billion, sold for $1.285 billion despite doing $485 million in ARR and growing 20% year-on-year. This 88% valuation cut signals a harsh market correct… Read →
- Nikash Arora, CEO of Palo Alto Networks, predicts "average intelligence is going to be free" and continuously improving, while "exceptional intelligence will be paid for." Read →
Business20VC with Harry Stebbings
Harry Stebbings, Rory O'Driscoll, and Jason Lanin discuss Coinbase's surprising AI spend reduction, Anthropic's IP theft claims against Chinese models, Microsoft's market struggles, Kalshi's soaring valuation, and the r…
- Anthropic's Dario Amodei accused Chinese open-source AI models of 'distillation,' essentially stealing IP by using their output to train rival models. Read →
- The successful Bending Spoons IPO highlights a roll-up model viable for more than just consumer apps; B2B SaaS offers a similar, if not larger, opportunity. Read →
- Venture capitalist Jason Lanin openly distrusts "part-time" CEOs, stating that true startup success demands an "insane rate" of work and total commitment, not just oversight. Read →