Recent Posts
Podcast•Dec 11, 2025•0 min
20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The...
The episode explores SpaceX’s $800 billion valuation and its implications, followed by forward‑looking IPO market forecasts for 2026, including potential listings for Anthropic, Stripe, Databricks, and SpaceX. It examines Netflix’s strategic acquisition of Warner Brothers, highlights major fundraising rounds such as Harvey’s $160 million at an $8 billion valuation and Airwallex’s $330 million raise, and discusses the impact of large language models on the app layer, Google’s AI advancements, and the rise of Chinese open‑source models in U.S. startups. Throughout, the hosts provide expert analysis on fund strategies, AI investment trends, and the evolving dynamics of prediction markets and insider trading.
By The Twenty Minute VC (20VC)
Podcast•Dec 5, 2025•0 min
20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How...
In this episode, Federico Simionato, a product lead at Bending Spoons, walks through the company’s rapid growth from a small game studio to an $11 billion acquisition powerhouse, sharing how they evaluate and test new product ideas and build a coveted...
By The Twenty Minute VC (20VC)
Podcast•Nov 24, 2025•0 min
20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why It Is BS that Vibe...
Maor Shlomo, founder of Base44, argues that AI‑driven "vibe coding" platforms will disrupt traditional SaaS and CRM tools like Salesforce by offering faster, low‑code development with superior user experience. He challenges the notion that these platforms lack defensibility or margins,...
By The Twenty Minute VC (20VC)
Podcast•Nov 21, 2025•0 min
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and A16z | Leaving $2BN on the...
Max Altman discusses the intensifying "seed war" where only giants like Sequoia and a16z can dominate early rounds, highlighting how many founders leave billions on the table by undervaluing deals such as Reddit's. He shares behind‑the‑scenes stories from backing Rippling...
By The Twenty Minute VC (20VC)
Podcast•Nov 17, 2025•0 min
20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon |...
In this episode, Andrew Ng identifies the biggest bottlenecks slowing AI progress—data quality, compute costs, and talent scarcity—while arguing that large language models can become geopolitical tools for influence and misinformation. He debates whether traditional profit margins still matter and...
By The Twenty Minute VC (20VC)
Podcast•Nov 13, 2025•0 min
20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility...
The episode walks through Sequoia’s leadership transition and its strategic implications, then examines Michael Burry’s contrarian short on Nvidia and Palantir, highlighting his view that AI‑related valuations are overheated. It covers Gamma’s $100 million raise at a $2 billion valuation as a...
By The Twenty Minute VC (20VC)
Podcast•Nov 10, 2025•0 min
20VC: Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI | Why Mega Funds Will Not...
In this episode, Benchmark GP Ev Randle argues that traditional profit margins matter less for AI startups, emphasizing growth, data advantage, and network effects over short‑term profitability. He warns that mega‑funds will struggle to deliver strong returns because capital scarcity...
By The Twenty Minute VC (20VC)
Podcast•Nov 7, 2025•0 min
20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a...
In this episode, host Harry Stebbings and sales veteran Chad Peets explore why SaaS startups should appoint a Chief Revenue Officer before product launch, argue that fully remote sales teams often fail without strong structure, and dissect how Snowflake engineered...
By The Twenty Minute VC (20VC)
Podcast•Oct 31, 2025•0 min
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million |...
In this episode, Tim Ferriss reflects on why he stepped away from angel investing after his early involvement with Uber, recounting a costly $150 million mistake and how money both solved and later complicated his personal challenges. He shares insights on...
By The Twenty Minute VC (20VC)
Podcast•Oct 30, 2025•0 min
20VC: A16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins...
The episode breaks down four major topics: OpenAI's restructuring and its impact on stakeholders; Andreessen Horowitz's $10 billion fundraise; Mercor's $350 million raise at a $10 billion valuation; and a critique of IRR as a VC metric, followed by three actionable strategies to...
By The Twenty Minute VC (20VC)
Podcast•Oct 27, 2025•0 min
20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double,...
In this episode, Sequoia partner David Cahn argues we’re in an AI bubble but sees lasting moats in physical data‑center infrastructure, while mapping out which companies will thrive or falter as AI reshapes markets. He discusses the impact of big‑tech...
By The Twenty Minute VC (20VC)
Podcast•Oct 24, 2025•0 min
20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated...
In this episode, growth veteran Sandy Diao shares the biggest lessons she learned scaling products at Pinterest, Meta, and Descript, emphasizing how to craft strong growth hypotheses and avoid common strategic pitfalls. She breaks down the fundamentals of Return on...
By The Twenty Minute VC (20VC)
Podcast•Oct 23, 2025•0 min
20VC: Why VC Today Is Worse Than 2021 | Why Vertical SaaS Is a Bad Investment Today | Why We...
The episode critiques the current venture‑capital climate, arguing it’s as over‑hyped as the 2021 COVID boom and warning that vertical SaaS and legal‑SaaS investments are now unattractive. Host Harry Stebbings and guests discuss Revolut’s $3 bn raise at a $75 bn valuation...
By The Twenty Minute VC (20VC)
Podcast•Oct 17, 2025•0 min
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why...
In this episode, host Harry Stebbings talks with Zach Lloyd, founder and CEO of Warp, about the startup’s rapid growth—adding $1M ARR each week—and its battle against AI coding assistants like OpenAI's Codex, Anthropic's Claude, and Google's Gemini. Lloyd explains...
By The Twenty Minute VC (20VC)
Podcast•Oct 16, 2025•0 min
20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M |...
The episode dissects three headline‑making deals: Goldman Sachs’ $665 million acquisition of Industry Ventures, the former Thinking Machines co‑founder’s $2 billion raise and subsequent move to Meta, and SoftBank’s $5 billion ARM‑backed loan to double‑down on OpenAI. Harry and guests analyze what these...
By The Twenty Minute VC (20VC)
Podcast•Oct 13, 2025•0 min
20VC: Atlassian CEO on Why Everything Is Overvalued & Are We in an AI Bubble | Do Margins Matter &...
In this episode, Atlassian co‑CEO Mike Cannon‑Brookes argues that tech valuations are broadly inflated and questions whether we are in an AI bubble, while also examining how AI impacts margins, defensibility, and pricing models such as per‑seat licensing. He highlights...
By The Twenty Minute VC (20VC)
Podcast•Oct 10, 2025•0 min
20Sales: Scaling Snowflake From $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success Is BS...
In this episode, former Snowflake CRO Chris Degnan walks through how he built the company’s sales organization from the ground up, detailing hiring strategies for sales leaders and the rapid scaling of a global team to over 6,000 reps. He...
By The Twenty Minute VC (20VC)
Podcast•Oct 9, 2025•0 min
20VC: OpenAI's Multi $BN Deal with AMD | Polymarket, Vercel and Supabase Raise Mega Rounds | Does King Making Really...
The episode opens with a deep dive into OpenAI’s multi‑billion‑dollar partnership with AMD, a critique of Microsoft’s handling of the OpenAI relationship, and the headline announcements from OpenAI’s Developer Day. Harry then broadens the conversation, arguing that venture capital remains...
By The Twenty Minute VC (20VC)