Recent Posts
Video•Feb 28, 2026
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Jerry Murdock, co‑founder of Insight Partners, warns of a looming SaaS apocalypse driven by autonomous AI agents that act as virtual employees. He outlines how AI orchestration layers, ASIC chips, and Nvidia’s dominance reshape the tech stack, while one‑person AI startups can achieve billion‑dollar valuations. Murdock draws parallels to the 2000 dot‑com crash, discusses AI’s impact on the labor market and the rise of UBI debates, and advises investors on intuition‑based VC strategies and timing new funds.
By The Twenty Minute VC (20VC)
Video•Feb 26, 2026
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
The 20VC episode dissected the disruptive potential of AI agents, highlighting Anthropic's new security product that erased billions in SaaS market capitalizations and a secondary sale that created hundreds of decamillionaires. Hosts argued that agents could reduce incumbent SaaS platforms...
By The Twenty Minute VC (20VC)
Video•Feb 25, 2026
Why a 3x Fund Return Is NOT Enough
The video argues that a private‑equity fund targeting a three‑times (3x) net return cannot rely on a single multiplication event; the real benchmark is whether that investment can generate another 3x for subsequent owners. The speaker breaks down the math: a...
By The Twenty Minute VC (20VC)
Video•Feb 19, 2026
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
Investors are pouring massive capital into a handful of AI winners: Anthropic closed a $30 billion round at about a $380 billion post-money valuation, Thrive raised a $10 billion fund, and OpenClaw’s creator joined OpenAI. Panelists say these deals reflect...
By The Twenty Minute VC (20VC)
Video•Feb 12, 2026
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
Anthropic announced a high‑profile Super Bowl commercial while projecting $149 billion in annual recurring revenue by 2029, underscoring its ambition to rival OpenAI. The episode also highlighted Harvey’s $200 million funding round that placed the company at an $11 billion valuation, signaling strong...
By The Twenty Minute VC (20VC)
Podcast•Feb 7, 2026•53 min
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company...
In this episode, Ariel Cohen, co‑founder and CEO of Navan (formerly TripActions), discusses the company’s recent IPO, the sharp drop in market cap, and the strategic decisions driving its next phase. He explains why Navan rushed to go public, how...
By The Twenty Minute VC (20VC)
Podcast•Feb 2, 2026•1h 8m
20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today Are BS and Will Not Last...
In this episode, Oren Zeev discusses why many venture investments look wrong initially, the overhyped AI boom, and the dangers of chasing hyper‑growth. He predicts a major shakeout with roughly half of VC funds failing, explains his radical alignment model...
By The Twenty Minute VC (20VC)
Podcast•Jan 24, 2026•42 min
20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound...
In this episode Harry Stebbings shares his rapid early success, details how he secured a cold‑email interview with Marc Benioff after 53 attempts, and reveals unconventional fundraising tactics like raising $70 M via WhatsApp. He introduces a decision‑making framework inspired by Pat Grady...
By The Twenty Minute VC (20VC)
Podcast•Jan 11, 2026•1h 13m
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook...
In this episode, Luke Harries, Head of Growth at ElevenLabs, breaks down the company’s $6.6 billion growth engine, detailing how a horizontal product strategy and sharded growth teams drive massive scale. He shares a 7‑part launch playbook that routinely generates 700K+...
By The Twenty Minute VC (20VC)
Podcast•Jan 5, 2026•56 min
20VC: $0-$260M in Revenue in Three Years: How We Did It | You Need to Work Weekends to Win —...
Alan Chang, co‑founder and CEO of Fuse Energy, shares how he scaled the company from $2M to $400M in three years by applying the same high‑speed, extreme‑ownership culture he helped build at Revolut. He emphasizes that building a generational business...
By The Twenty Minute VC (20VC)
Podcast•Dec 12, 2025•0 min
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned...
In this episode, Raaz Herzberg, CMO and VP of Product Strategy at Wiz, recounts the company's rapid rise from a ten‑person startup to a $30 billion enterprise brand, highlighting the unconventional marketing tactics and product‑led growth strategies that fueled its success....
By The Twenty Minute VC (20VC)