Podcast · 520 episodes
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch, page 4
by Harry Stebbings · English
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.
All episodes, page 4
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 WorriedAnj Midha (20VC) discusses investing in Anthropic and the broader AI frontier, arguing that progress is constrained less by algorithms and more by four persistent bottlenecks: context feedback loops,…14 Apr 2026 · 1 h 9 min · 35 chapters
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 ReinaScaling sales and customer success for an AI-first company (11 Labs), including AI go-to-market agents, CRO responsibilities, and how to design high-challenge sales quotas and compensation.11 Apr 2026 · 1 h 25 min · 48 chapters
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 SequoiaAnthropic’s rapid revenue surge vs OpenAI; OpenAI management “reboot”; OpenAI’s acquisition of TBPN (disputed as a vanity/side-project); SpaceX confidential IPO filing and $2T valuation; Sequoia…9 Apr 2026 · 1 h 27 min · 32 chapters
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 InequalityDemis Hassabis (DeepMind) discusses AGI timelines and definitions, AI scaling laws, compute/experimentation bottlenecks, missing capabilities (continual learning, long-horizon planning, consistency),…7 Apr 2026 · 36 min · 29 chapters
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 DudumAndrew Dudum (Hims & Hers CEO) discusses why being public is “10x better,” how to hire and manage talent (including the “strategy hire” problem), and why brand marketing beats performance marketing.4 Apr 2026 · 59 min · 26 chapters
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?20VC episode covering Anthropic’s reported $6B February revenue and leaked Claude “Mythos” assets; OpenAI killing Sora and reaching ~$100M ARR on ads; SoftBank’s Masa Son $40B loan to buy more OpenAI…2 Apr 2026 · 1 h 10 min · 30 chapters
20VC: Anthropic's Monster $6BN Revenue February | OpenAI Kills Sora and Hits $100M on Ads Business | Oura Going Public & Whoop Raises $500M at $10BN Valuation | Manus Founders Trapped in China Post Meta AcquisitionTech/VC analysis of major AI and startup news: Anthropic’s February surge and leaked “Claude Mythos” assets; OpenAI killing Sora and pushing ChatGPT ads; SoftBank/Masa Sun’s $40B loan to buy more…2 Apr 2026 · 1 h 10 min · 25 chapters
20VC: 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 NeumannMarc Andreessen (a16z co-founder) discusses venture capital decision-making and culture: why introspection can be overrated, how VC should avoid “scalded stove” emotional learning, why “diamonds in…30 Mar 2026 · 1 h 12 min · 29 chapters
20VC: 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 @ CyberstartsWhether venture investing still “works” amid higher seed entry prices (100–150x ARR), mega-fund sizes, and AI-driven growth/margin changes; how early-stage investors should underwrite growth…28 Mar 2026 · 53 min · 17 chapters
20VC: 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 FundEnterprise AI model competition (Anthropic vs OpenAI) and what it means for VC/enterprise lock-in; plus major tech capital/news: SpaceX/“TerraFab” and a $2T valuation discussion, Jeff Bezos’ proposed…26 Mar 2026 · 1 h 18 min · 32 chapters
20VC: 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 @ AndurilIn this episode of The Twenty Minute VC, host Harry Stebbings interviews Matthew Steckman, the President and Chief Business Officer of Anduril, a defense technology company that recently secured a…23 Mar 2026 · 54 min · 29 chapters
20Sales: 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 @ Figma20Sales: Inside Figma's $1BN ARR Revenue Machine21 Mar 2026 · 1 h 3 min · 33 chapters
20VC: 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 FallingLayoffs at major tech companies (Meta, Atlassian)19 Mar 2026 · 1 h 15 min · 32 chapters
20VC: 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 Rajaram20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI16 Mar 2026 · 1 h 18 min · 54 chapters
20Growth: 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 Verna20Growth: Inside Lovable's $400M ARR Growth Machine14 Mar 2026 · 1 h 9 min · 34 chapters
20VC: 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 Dead20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks | The Data Centre Arms Race | The Era of Public Company Deceleration is Dead12 Mar 2026 · 1 h 14 min · 29 chapters
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 ClementsInside Accel's $4BN Growth Investing Machine with Miles Clements9 Mar 2026 · 1 h 3 min · 25 chapters
20VC: 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 Capital20VC: 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 Valley7 Mar 2026 · 1 h · 40 chapters
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or OverhiringIn this episode, host Harry Stebbings engages with venture capitalists Rory O'Driscoll and Jason Lemkin to discuss the latest trends and happenings in the tech and venture capital landscape,…5 Mar 2026 · 1 h 23 min · 37 chapters
20VC: 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 Zinman20VC: 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 Layer2 Mar 2026 · 1 h 10 min · 33 chapters
20VC: 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 Partners20VC: 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,…28 Feb 2026 · 1 h 1 min · 30 chapters
20VC: 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 Benchmark20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark26 Feb 2026 · 1 h 20 min · 39 chapters
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas SwisherLucas Swisher, Co-Leader of the Growth Fund at Coatue23 Feb 2026 · 1 h 7 min · 27 chapters
20VC: 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 OpenAI20VC: 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…21 Feb 2026 · 1 h 8 min · 31 chapters