Shows / The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes…
Episodes
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
AGENDA: 00:00 – SpaceX Launches the Largest IPO Roadshow in History at $1.77T Valuation 05:00 – Did Elon Break the IPO Playbook? The High-Risk Pricing Strategy…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora
Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?
AGENDA: 00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx 00:00:46 — Anthropic Files to Go Public 00:04:59 — Will the Anthropic IPO…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Corgi Insurance: The Most Intense Workplace Culture in America: 7 Days Per Week, Founder Sleeps in Office, Corgi Cafe Open 24 Hours a Day, 60% of First 30 Employees Have Corgi Tattoos | The Journey from $0 to $2.6BN Valuation in Just 2 Years
Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudflare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
AGENDA: 05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI 25:26 The…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan
Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
AGENDA: 00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move 04:46 – Unpacking Anthropic's $30 Billion War Chest 10:52 – The True Cost of AI…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder
Josh Browder is my favourite emerging manager. As the Founder of Browder Capital he has been the first check into unicorns like Micro1, Owner.com and Yuzu…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge
Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
AGENDA: 00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers. 00:10:45 — Why Anthropic is buying capacity from Elon Musk…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora
Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: What I Learned from 100 of the Best CEOs in the World | What I Learned from Staying with Mr Beast for 3 Weeks | How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify
Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over 60 million…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
AGENDA: 00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results 04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came 15:53 –…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Shopify's Tobi Lütke on How AI is a Scapegoat for Mass Layoffs & What Will Labour Markets Be in the Future | Why We Need More Scrutiny on Charitable Giving, Governments are Bad at What They Do and Trump Derangement Syndrome in Canada
Tobi Lütke is the co-founder and CEO of Shopify, the global e-commerce titan with a $160 billion market cap. Under his leadership, the company generates over…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist
Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi
Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad
Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0
AGENDA: 04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX. 07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box
Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund
Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
AGENDA: 00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 05:56 — Why Mythos is a Quantum Leap in Cyber Risk 10:11 — The "Boy Who…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried
Anj Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina
Carles Reina is VP of Sales at ElevenLabs, where he was the first investor and fourth employee. Carles has scaled the revenue org from Day 1 to over $350M in…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
AGENDA: 03:59 — Anthropic Surpasses OpenAI in Revenue 12:43 — OpenAI Management Reboot 18:24 — OpenAI Buys TBPN 29:00 — SpaceX Files for IPO Targeting $2…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution | Why LLMs Will Not Commoditise & We Have Not Hit Scaling Laws | Bottlenecks in AI & The Energy Crisis Caused By AI | Whether AI Will Do More to Harm or Help Inequality
Demis Hassabis is the Co-Founder & CEO of Google DeepMind - working on AGI, responsible for AI breakthroughs such as AlphaGo, the first program to beat the…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum
Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?
AGENDA: 00:00 — Anthropic's Monster Month: 6 Billion in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora"…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann
Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
AGENDA: 05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War? 07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility? 18:00 —…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril
Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma
Shaunt Voskanian is the CRO @ Figma, where he has scaled the sales machine to over $1BN in ARR and over 400 people. Prior to Figma, Shaunt was Senior VP of…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
AGENDA: 04:02 NVIDIA's GTC: What You Need to Know 11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600 21:42 How to Test AI Fluency in Employees 30:59 Anduril…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna
Elena Verna is the Head of Growth at Lovable, one of the fastest growing companies in the world having hit $400M in ARR in just 18 months. Prior to Lovable…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead
AGENDA: 00:00 - ANTHROPIC VS. THE PENTAGON: The Billion Dollar Supply Chain War 07:11 - B2B PANIC: Why Leading Companies Are Losing Deals to OpenAI 12:19 - THE…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: 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…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring
AGENDA: 04:13 Anthropic vs The Pentagon: Who Wins 13:54 Was Sam Altman Wrong to Take the Deal 24:28 OpenAI's $110BN Mega Round: The Breakdown 28:22 Who Has a…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman
Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since IPO…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners
Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Codex vs Claude Code vs Cursor: Who Wins, Who Loses | Will All Coding Be Automated - Do We Need PMs | The Real Bottleneck to AGI | The Three Phases of Agents and What You Need to Know with Alex Embiricos, Head of Codex at OpenAI
Alexander Embiricos is the Head of Codex at OpenAI, leading the development of the company's flagship AI coding systems that power automated software…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?
AGENDA: 04:14 Anthropic's $30B Raise at $380B 06:18 Why SaaS Stocks Keep Getting Crushed 18:15 Wall Street's New Religion: AI Replaces Headcount 22:42 The Bear…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Sales: Inside ElevenLabs $330M ARR Sales Machine | The 20x Sales Comp Plan Reps Must Hit | How to Land and Expand in a World of AI | Why Product-Market-Fit is BS, Reps Should Not Be in the Office and Outbound is King with Carles Reina
Carles Reina is VP of Sales at ElevenLabs, where he was the first investor and fourth employee. Carles has scaled the revenue org from Day 1 to over $330M in…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded
AGENDA: 03:43 Anthropic Predicts $149B in ARR in 2029 09:27 Will FDEs Become More or Less Powerful 26:17 Harvey Raises $200M at an $11BN Valuation 42:45 Is…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z
Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
Ariel Cohen is the Co-Founder and CEO of Navan (formerly TripActions), an AI-powered travel and expense platform. Last month, Ariel took the company public…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation
AGENDA: 00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 08:44 - The Rehabilitation of the IPO and the End of "State Private Forever" 15:53…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy
Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $1BN in AUM and is…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
Omer Shai serves as the CMO at Wix. Shai leads a team of over 400 people and is responsible for the company's global online and offline marketing activity…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
AGENDA: 03:36 Brex Acquisition by Capital One for $5.15BN 10:54 Does Brex's Acquisition Help or Hurt Ramp? 16:28 TikTok Deal Completed: Who Won & Who Lost…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: From Only OpenAI to Die-Hard Anthropic: The Downfall of OpenAI in Enterprise | Harvey vs Legora: Legal AI is a Winner Take All | $7M ARR in a Single Day and Raising $200M Across 3 Rounds with No Deck with Max Junestrand, CEO @ Legora
Max Junestrand is the Co-Founder and CEO @ Legora, the legal AI company that has scaled to 750 of the world's leading law firms as customers and over 300…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
AGENDA: 00:03:00 – Harry's Wild Start: Making £1.75M at 19 in 36 Hours 00:06:00 – How Harry Got Marc Benioff on 20VC with Cold Emailing Alone 00:07:30 –…