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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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20Sales: 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

14 Feb 2026
1h 14m
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Carles Reina, VP of Sales at ElevenLabs, shares his sales strategies and experiences in scaling revenue, emphasizing a ruthless yet community-focused approach. Reina advocates for a 20x base salary quota for sales reps and stresses the importance of outbound sales, even in PLG-driven companies. He details his hands-on ...

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20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded

12 Feb 2026
1h 21m
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The discussion centers on the evolving landscape of software and AI, particularly regarding market capitalization, revenue impacts, and the sustainability of SaaS business models. The conversation explores whether AI's growth represents true TAM expansion or a zero-sum game, potentially cannibalizing existing software ...

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20VC: 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

09 Feb 2026
1h 24m
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The conversation centers on venture capital in the age of AI, questioning assumptions around SaaS valuations and the nature of defensibility. Anish Acharya from Andreessen, discusses why software is oversold and why transitioning from one SaaS provider to another is becoming dramatically cheaper. Acharya argues against...

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20VC: 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

07 Feb 2026
54m
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The podcast explores Navan's journey since going public, with founder Ariel Cohen reflecting on the IPO process, market dynamics, and the company's future. Cohen addresses the timing of going public, influenced by capital structure, payments business advantages, and enterprise client transparency needs. He emphasizes N...

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20VC: 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

05 Feb 2026
1h 34m
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The discussion centers on the evolving landscape of venture capital and technology investments, particularly in AI and SaaS. It highlights the shift from prioritizing revenue growth to emphasizing profitability and free cash flow, especially as public markets re-evaluate SaaS business models. The conversation explores ...

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20VC: 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

02 Feb 2026
1h 8m
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Oren Zeev, a solo capitalist managing over a billion dollars in AUM, discusses contrarian investing, AI's impact, and venture capital fund management. Zeev emphasizes avoiding crowded markets and focusing on companies that can become market leaders, cautioning against prioritizing growth over healthy economics. He beli...

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20Growth: 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

31 Jan 2026
1h 1m
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Omer Shai, CMO at Wix, discusses balancing brand and acquisition marketing, particularly in the context of Super Bowl commercials. Shai emphasizes measuring Time to Return on Investment (TROI) over lifetime value, focusing on shorter cohort analysis (one to 28 days) to quickly impact results. He advocates for diverse t...

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20VC: 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

29 Jan 2026
1h 15m
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The podcast analyzes recent tech market news, focusing on Anthropic's inference costs, Brex's acquisition by Capital One, and Open Evidence's funding round. It questions whether Brex's $5.15 billion acquisition is a success given its previous $12 billion valuation, and examines the implications for Ramp. The discussion...

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20VC: 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

26 Jan 2026
1h 3m
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Legora's CEO and co-founder, Max Junestrand, joins Harry Stebbings to discuss Legora's platform for legal work, its competitive positioning against Harvey, and its growth strategy. Max emphasizes that being the first mover is less important than being the best, as clients conduct bake-offs to find the right AI partner....

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20VC: 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)

24 Jan 2026
42m
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Harry Stebbings is interviewed by Simon Squibb, delving into Stebbings' journey as a young venture capitalist and podcaster. Stebbings shares how he raised $1.75 million in 24 hours at age 19 by leveraging FOMO and personalization in cold emails to tech CEOs to help his mother. He emphasizes the importance of persisten...

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20VC: Sam Altman vs Elon Musk: The $100BN Battle | The Implosion of Thinking Machines | Can VC Survive Public Market Pricing Today? | ClickHouse and Replit's New Rounds: Analysed

22 Jan 2026
1h 18m
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The discussion centers on the state of venture capital and tech investments amidst fluctuating public market valuations, questioning whether the venture model remains viable. The panelists debate whether declining multiples for slower-growth tech companies signal doom or simply a market correction favoring high-growth,...

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20VC: How Model Performance is Plateauing | Two Key Rules for Effective Deal-Making | Company Building Lessons from Keith Rabois, Brian Halligan and Pat Grady | Why Enterprise AI Adoption is Years Off with Harvey CEO Winston Weinberg

19 Jan 2026
1h 13m
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Winston Weinberg, co-founder and CEO of Harvey, discusses the company's rapid growth in the legal AI space, reaching $190 million in annual recurring revenue. Weinberg emphasizes the importance of continuous product innovation to maintain a competitive edge against major model providers like Anthropic and OpenAI. He sh...

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20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?

15 Jan 2026
1h 28m
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The podcast analyzes recent fundraises and market dynamics in venture capital, particularly focusing on AI. It questions whether Anthropic's $10 billion raise is justified, given its revenue multiples and competition, and examines Claude's growing dominance in the enterprise API and coding spaces. The discussion explor...

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20VC: a16z's $15BN Fundraise with Alex Rampell | The Best Companies Have Hostages Not Customers | The Best Founders Materialise Capital, Customers and Labour | Mid-Sized Funds with Die and The Future of Venture Capital

12 Jan 2026
1h 17m
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Alex Rampell, General Partner at Andreessen Horowitz, explores the evolving landscape of venture capital, highlighting the shift towards either large generalist or small specialist funds due to the increasing scale of technology companies. He emphasizes the importance of identifying founders with "agency" who can mater...

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20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs

11 Jan 2026
1h 13m
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Luke Harries, Head of Growth at Eleven Labs, shares insights on growth strategies, team structures, and marketing approaches. He recounts meeting Eleven Labs' founder at a hackathon and initially doubting the company's go-to-market plan. Harries advises founders to prioritize a single Ideal Customer Profile (ICP) and b...

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20Sales: The Best Sales People Are F***** in the Head | The Unspoken Truths All Sales Leaders Need to Know in 2026 | Why Europe is a Nightmare for Recruiting | How to Improve Sales Team Performance in 24 Hours with Chad Peets

09 Jan 2026
1h 9m
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Chad Peets, a sales leader, shares his insights on building and managing effective sales teams, emphasizing the importance of hiring individuals who are passionate, gritty, and obsessed with their work. He stresses the need for direct feedback and accountability, advocating for a culture where underperformers are quick...

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20VC: Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution | Navan Trading at 4x ARR & Why Going Public Does Not Make Sense Anymore | The Rise of Invisible Unemployment and Labour Markets in 2026

08 Jan 2026
1h 23m
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The podcast episode centers on analyzing recent acquisitions and trends in the tech and venture capital landscape, particularly focusing on AI and its impact on the job market. The acquisition of Groq by NVIDIA for $20 billion sparks a discussion about the strategic value of AI compute and the competitive dynamics in t...

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20VC: $0-$260M in Revenue in Three Years: How We Did It | You Need to Work Weekends to Win — Most Founders Aren't Ambitious Enough | The Revolut Playbook: Speed, Urgency, Extreme Ownership, and Zero Excuses with Alan Chang @ Fuse Energy

05 Jan 2026
56m
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Alan Chang, co-founder and CEO of Fuse Energy and one of the first three hires at Revolut, discusses strategies for building a generational company and achieving rapid execution. Chang emphasizes the importance of a strong work ethic, setting ambitious goals, and fostering a "never settle" culture. He recounts Revolut'...

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20VC: Enterprises Will Not Adopt AI without Forward-Deployed Engineers | Who Wins the Data Labelling Race: How Does it Shake Out? | How Synthetic Data Threatens the Future of Human-Generated Data with Matt Fitzpatrick, CEO of Invisible Technologies

31 Dec 2025
1h 23m
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In this episode of 20VC, Harry Stebbings interviews Matt Fitzpatrick, CEO of Invisible Technologies, about the gap between AI model performance and enterprise adoption. Matt discusses Invisible's role in training large language models and deploying them for enterprise use cases, highlighting the challenges of data infr...

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20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face

22 Dec 2025
1h 9m
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In a year-end special, Harry Stebbings hosts Jason Lemkin and Rory O'Driscoll for a "big fat quiz" to review 2025 and predict trends for 2026. They give awards for founder, fund, and product of the year, followed by predictions on public stocks, potential IPOs like SpaceX, Canva, Databricks and Anthropic, and the impac...

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