Latest / The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements
Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more.
AGENDA:
03:38 Where is True Alpha and Value in a World of AI
05:10 Why it is Total BS that Cursor is Dead
07:55 Why Cursor Were Not Wrong to Build Their Own Models
09:38 What is the Upside When Investing in Cursor at $27BN?
15:12 Do Sub $10BN Outcomes Even Matter to a Fund the Size of Accel?
17:07 Losing ServiceTitan: Investing Lesson Learned…
19:55 Missing Rippling: What We Learned
27:20 What is Accel's Win Rate
30:22 How VCs Approach…
The skinny
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