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Harry Stebbings · Business

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, resources and more.

Episodes

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20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing

24 Apr 2025
1h 25m
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This episode explores the dynamics of tech financing, focusing on the challenges and opportunities in the current market. Against the backdrop of an endowment fund crisis and the resulting liquidity concerns, the discussion analyzes the $3 billion Windsurf acquisition by OpenAI, questioning its strategic rationale and ...

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20VC: Do Rich Founders Make Better Founders | The Best Performing Fund Would Only Back YC Founders on Their Second Time | Why SPACs Will Come Back | Why Short Sellers Should Be Banned | Is Trump Better for Business than Biden with Jason Wilk @ Dave

21 Apr 2025
58m
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This episode explores the dramatic rise and fall, and subsequent resurgence, of Dave, a leading US neobank, through the lens of its founder, Jason Wilk. Against the backdrop of a challenging market and the pitfalls of a SPAC IPO in 2022, Dave experienced a precipitous 98% drop in market capitalization. More significan...

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20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com

18 Apr 2025
1h 3m
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This episode explores the current state and future trajectory of Large Language Models (LLMs). Against the backdrop of rapid advancements and a seemingly intense commoditization of LLMs, the discussion analyzes whether value still exists within this rapidly evolving landscape. More significantly, the conversation delv...

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20VC: Why Seed is for Suckers | a16z's $20BN Fund & Founders Fund's $4.6BN: What Makes Them So Good | Why Josh Kushner Is the Master of Venture Capital Strategy | Why Extended Private Markets Screw US Citizens with Jason Lemkin and Rory O'Driscoll

17 Apr 2025
1h 29m
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This episode explores the evolving landscape of venture capital investing, particularly within the SaaS and AI sectors. Against the backdrop of shifting SaaS metrics and the rapid evolution of AI technologies, the panelists discuss the challenges of underwriting risk and predicting product-market fit in the current mar...

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20VC: Benchmark's Victor Lazarte on Why Portfolio Construction | Why SaaS Spreadsheet Investing is Dead | Why China is a Stabailising Force for the US | Three Traits All the Best Founders Have & The Lie All Big Tech Companies Have Been Telling

14 Apr 2025
1h 7m
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This episode explores the transformative impact of AI on business and society, featuring a conversation between host Harry Stebbings and venture capitalist Victor Lazarte. Against the backdrop of rapid AI adoption, Lazarte challenges the common narrative that AI merely augments human capabilities, arguing instead that...

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20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak

11 Apr 2025
1h 5m
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This episode explores the evolution of a product manager's role in the rapidly evolving landscape of AI, particularly within hyper-growth startups. Against the backdrop of the speaker's experience at Scale AI and currently at Harvey, the discussion highlights the shift from a product manager as the "glue" of the organ...

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20VC: How to Fix the UK Tech Ecosystem | Why We Need to Flood the UK with Venture Capital | What the UK Can Learn From Sequoia, Stripe and Norway | Why Now is the Time to be Bullish on China & Lessons from Jensen Huang with Tom Hulme & Stan Boland

10 Apr 2025
1h 24m
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This episode explores the challenges and potential solutions to revitalize the UK's tech ecosystem. Against the backdrop of a significant funding gap compared to the US ($12 billion shortfall in venture capital), the discussion centers on the lack of capital hindering UK companies' ambition and causing top talent to m...

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20VC: Carvana CEO on Buiding a $50B Company, Losing 99% and Coming Back | Ernest Garcia: Inside the Mind of the Most Misunderstood CEO in America

07 Apr 2025
1h 8m
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This episode explores the journey of Ernie Garcia, co-founder and CEO of Carvana, from a bootstrapped startup to a publicly traded company and its subsequent market volatility. Against the backdrop of Carvana's dramatic stock fluctuations, the conversation delves into Garcia's entrepreneurial philosophy, emphasizing t...

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20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

04 Apr 2025
1h 15m
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This interview podcast features Harry Stebbings interviewing Nabeel Hyatt, a general partner at Spark Capital, about the changing landscape of venture capital in the age of AI. The conversation begins with Hyatt expressing concern over the industry's reliance on outdated investing mindsets and metrics, particularly in...

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20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox

04 Apr 2025
1h 9m
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This episode explores the evolving landscape of sales teams and the impact of AI-powered tools on their structure and efficiency. Against the backdrop of a shift from commitment-based to usage-based revenue models, the discussion reveals a trend towards smaller, more highly skilled sales forces. More significantly, t...

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20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech

03 Apr 2025
1h 27m
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This episode explores the current state of the tech industry, particularly focusing on the challenges and opportunities presented by the rapid advancements in AI. Against the backdrop of declining tech stock valuations and concerns about revenue durability, the hosts and guest discuss the shifting landscape of venture ...

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20VC: Microsoft CTO on Where Value Accrues in an AI World | Why Scaling Laws are BS | An Evaluation of Deepseek and How We Underestimate the Chinese | The Future of Software Development and The Future of Agents with Kevin Scott

31 Mar 2025
45m
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This episode explores the evolving landscape of AI and its implications for entrepreneurship and technological advancement. Against the backdrop of current uncertainty regarding the future of AI value, Kevin Scott, CTO of Microsoft, emphasizes the importance of focusing on product development rather than solely on mod...

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20VC: Will Revolut and Monzo List in the UK | How Does London Compete Against the US To Win The Best UK IPOs | Are UK Public Companies Punished on Price for Listing in London | The Myths and the Reality of The London Stock Exchange with CEO, Julia Hoggett

28 Mar 2025
50m
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This episode explores the challenges and opportunities facing the London Stock Exchange (LSE), particularly concerning its ability to attract and retain high-growth UK companies. Against the backdrop of a perceived preference for US listings among UK tech firms, LSE CEO Julia Hoggett argues that this perception is ina...

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20VC: Why Traditional VC is Broken: How VCs Learned Nothing from 2021 | Why LPs are More Important than Founders & Advice to Emerging Managers | Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital

26 Mar 2025
1h 17m
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This episode explores the evolving landscape of venture capital investing, particularly within the context of the rapidly expanding AI sector and the challenges faced by both venture capitalists and their Limited Partners (LPs). Against the backdrop of concerns about overvalued companies and unsustainable growth model...

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20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg

26 Mar 2025
59m
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This podcast features an interview with Niklas Östberg, CEO of Delivery Hero, a European food and logistics company. The conversation covers Östberg's entrepreneurial journey, focusing on his decision-making process, M&A strategy (including the $2 billion Glovo acquisition), and lessons learned from both successes and...

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20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman

24 Mar 2025
1h 3m
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This podcast features an interview with Andrew Feldman, co-founder and CEO of Cerebras, a company challenging Nvidia in the AI inference market. The conversation covers Cerebras's innovative wafer-scale architecture, its advantages over GPU-based systems in terms of speed and efficiency, and the future of AI, includin...

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20VC: Selling Drift for $1.2BN is the Biggest Failure: What No One Tells You About Selling Your Company | Why Incumbents Are Slower & Worse Than Ever | Why the Most Valuable Companies in a World of AI Will Not Have More Than 100 People with Elias Torres

21 Mar 2025
1h 7m
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This 20VC podcast episode features an interview with Elias Torres, founder of Agency and co-founder of Drift (sold for $1.2 billion). The conversation covers Torres's entrepreneurial journey, his perspective on managing large companies ("elephants can't dance"), the impact of AI on business models (favoring smaller, ...

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20VC: The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions | Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault | The Bull Case for Bytedance | How Anduril Could Be a $200BN Company with Peter Singlehurst

19 Mar 2025
1h 11m
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This podcast features an interview with Peter Singlehurst, Head of Private Companies at Baillie Gifford, discussing his investment strategies and insights into the private equity market. The conversation covers topics such as the advantages of extended private company lifespans, risk assessment methodologies (includin...

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20VC: HubSpot CEO on Where Value Accrues in SaaS AI | How HubSpot Competes Against Salesforce | Why B2B Is Not a Winner Take All Market | How to Go From SMB to Enterprise an Win | How SEO Dying Changes HubSpot's Business with Yamini Rangan

18 Mar 2025
55m
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This podcast episode interviews Yamini Rangan, HubSpot's CEO, about her leadership journey, HubSpot's strategic decisions, and the impact of AI on businesses. The conversation covers her transition into the CEO role, HubSpot's counterintuitive pricing strategy for AI-integrated products, and the company's shift toward...

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20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify

14 Mar 2025
49m
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This podcast episode focuses on the emerging concept of "agent experience" in software development, particularly in the context of AI. The interview begins with a discussion on how building for AI agents differs from building for humans, highlighting the importance of seamless API flows that allow agents to interact w...

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