Podcast cover
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

Episode cover

20VC: 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

16 May 2026
1h 4m
AI processed

Vertical AI demands a "true north" thesis and the resilience to survive long market-timing gaps, as demonstrated by Abridge’s journey from a 2018 founding to becoming a $5.3 billion healthcare AI leader. Success in this sector requires embedding technology directly into clinical workflows to capture spoken signals, eff...

Episode cover

20VC: 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

14 May 2026
1h 18m
AI processed

Anthropic’s recent strategic maneuvers, including board-mandated approval for secondary share sales and a massive compute partnership with SpaceX, signal a consolidation of power among leading AI model providers. While hyperscalers like Google enable this growth through substantial compute commitments, long-term value ...

Episode cover

20VC: 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

11 May 2026
1h 14m
AI processed

Scaling an AI-first enterprise business requires a fundamental departure from traditional SaaS playbooks, prioritizing high-velocity pilot programs and deep technical integration. Legora, a leader in the legal tech space, utilizes forward-deployed engineers and legal experts to bridge the gap between agentic software c...

Episode cover

20VC: 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

09 May 2026
1h 46m
AI processed

Growth for consumer subscription companies relies on high-volume experimentation, rapid iteration, and a maniacal focus on conversion. Cliff Weitzman, CEO of Speechify, emphasizes that growth is an arbitrage game where testing thousands of AI-generated creative variations daily creates a significant competitive advanta...

Episode cover

20VC: 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

07 May 2026
1h 31m
AI processed

Major technology corporations are currently executing the most aggressive capital expenditure cycle in American history, prioritizing AI infrastructure to secure future market dominance. While Alphabet leads in cloud growth and AI integration, Meta faces scrutiny for its massive spending without clear, immediate revenu...

Episode cover

20VC: 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

04 May 2026
1h 13m
AI processed

Building a company requires an "unreasonable" mindset, as founders must act as exothermic heat sources to drive innovation and organizational growth. Shopify CEO Tobi Lütke argues that effective leaders prioritize long-term value creation over short-term metrics, viewing the public market as a mechanism for building tr...

Episode cover

20VC: 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

02 May 2026
1h 13m
AI processed

Scaling a high-growth sales organization requires prioritizing "high-slope" talent over pure domain expertise and implementing simple, performance-driven compensation structures. Effective sales leaders foster a winning culture by setting clear quotas and using accelerators that reward overperformance, aiming for 60% o...

Episode cover

20VC: 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

30 Apr 2026
1h 25m
AI processed

AI agents are rapidly evolving into the primary decision-makers for enterprise software, fundamentally disrupting traditional SaaS models and rendering many legacy systems of record obsolete. This shift forces foundation model companies into a high-stakes capital game, where massive investments in compute must be made ...

Episode cover

20VC: 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

27 Apr 2026
1h 20m
AI processed

Adam Foroughi, CEO of Applovin, details the strategies behind building a high-performance, lean organization capable of sustaining massive scale. The discussion centers on the necessity of maintaining a "founder mentality" focused on winning and continuous growth rather than short-term financial incentives. Foroughi ex...

Episode cover

20Product: 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

25 Apr 2026
46m
AI processed

Software development is undergoing a paradigm shift toward "vibe coding," where agentic AI replaces traditional manual programming. Amjad Masad, CEO of Replit, argues that the necessity of learning to code is diminishing as AI agents increasingly handle complex, long-horizon tasks. Replit maintains its competitive edge...

Episode cover

20VC: 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

23 Apr 2026
1h 42m
AI processed

The tech landscape is undergoing massive consolidation, highlighted by the $60 billion Cursor/xAI acquisition, which functions as a strategic, high-stakes option for Elon Musk to integrate coding capabilities into his AI stack. Tim Cook’s departure from Apple concludes a period of unparalleled operational success, shif...

Episode cover

20VC: 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

20 Apr 2026
53m
AI processed

AI integration within large enterprises requires a fundamental redesign of workflows to prioritize agentic automation over human-centric tasks. While many fear widespread job displacement, the reality involves a shift in where humans enter the loop, creating new bottlenecks that necessitate more, not fewer, skilled pro...

Episode cover

20VC: 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

18 Apr 2026
1h 0m
AI processed

Jake Paul and his partner Geoffrey Wu examine the intersection of attention, capital, and cultural influence within the venture capital landscape. The discussion centers on the thesis that attention is more valuable than traditional capital, enabling a new model of investment that leverages massive personal brands to d...

Episode cover

20VC: 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

16 Apr 2026
1h 26m
AI processed

The rapid advancement of AI agents is fundamentally reshaping the software industry, forcing a transition from traditional workflow-centric models to agentic-driven architectures. Companies failing to deliver high-performance agents—those providing only a "60% solution"—face a slow death spiral as they struggle to just...

Episode cover

20VC: 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

14 Apr 2026
1h 8m
AI processed

AI investment and infrastructure development hinge on four critical bottlenecks: context feedback, compute, capital, and culture. While scaling laws remain valid in domains like material science, the industry currently suffers from an "infrastructure wastage crisis" caused by a lack of compute fungibility and open stan...

Episode cover

20Sales: 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

11 Apr 2026
1h 24m
AI processed

The discussion centers on how the role of the CRO is evolving in the age of AI, particularly regarding sales strategies, team management, and market approaches. Carles Reina, CRO at ElevenLabs, shares his insights on leveraging AI for revenue generation, emphasizing the need for personalized, human-like AI interactions...

Episode cover

20VC: 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

09 Apr 2026
1h 27m
AI processed

The podcast analyzes the shifting dynamics between OpenAI and Anthropic, particularly Anthropic's surge in revenue, surpassing OpenAI with significantly lower training costs. This financial contrast raises questions about the investment deals and strategic decisions of both companies. The discussion covers OpenAI's rec...

Episode cover

20VC: 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

07 Apr 2026
35m
AI processed

The discussion centers on the trajectory of AI, particularly AGI, with Demis Hassabis of DeepMind. Hassabis anticipates AGI within five years, emphasizing compute and algorithmic progress as key factors. He notes DeepMind's organizational changes have accelerated progress in video models and interactive world models, t...

Episode cover

20VC: 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

04 Apr 2026
59m
AI processed

Andrew Dudum, founder and CEO of Hims, discusses the company's approach to healthcare innovation and disruption. Dudum argues that operating in the public market is more stimulating than being private due to the constant need to deliver results. He emphasizes hiring gritty individuals who thrive in chaos and prioritizi...

Episode cover

20VC: 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?

02 Apr 2026
1h 9m
AI processed

The discussion centers on the evolving landscape of technology, venture capital, and market dynamics. It covers Anthropic's leaked Claude Mythos model and its implications for cybersecurity, contrasting Anthropic's approach with OpenAI's strategic shifts, including the decision to discontinue Sora. The conversation exp...

Page 4

Follow this podcast in Podwise

Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.

Open in Podwise