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
Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon.
<...Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMind, Runna, Guardio, Cheddar, P&G Digital Ventures, and is a board advisor...
AGENDA:
03:58 Understanding Burn Multiples and Capital Efficiency in an AI World
11:54 What Metrics Founders Need to Focus on in a World of AI
19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound
33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?
36:35 OpenAI Needs the Same Energy as Japan… WTF!
41:09 Ho...
Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of mod...
James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue.
AGENDA:
04:10 Is Consulting the Worst Background for Aspiring PMs
07:09 How Revolut Hires for it’s Product Team
17:21 How Revolut Sets Goals: What Works, What Does Not
AGENDA:
00:00 Why I am 100% Equities and 0% Cash
04:35 Nvidia's Massive $100BN Investment in OpenAI
08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment
27:30 Is Triple, Triple, Double, Double Dead
44:00 Navan Files to Go Public at $8BN
49:31 Lockup Periods and Liquidit...
Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo’s $18.5B merger with Teladoc, one of the largest digital health deals in history.
<...Jesse Zhang is the Co-Founder and CEO @ Decagon, the conversational AI platform for customer experience. As one of the fastest growing companies in the valley, they have raised over $230M at a last round price of $1.5BN. Prior to Decagon, Jesse founded Lowkey (acquired by Niantic), studied CS at Harvard, and worked at places like Google, HRT, Citadel, and Intel.
AGENDA:
00:00 Introduction and ...
AGENDA:
00:00 Opendoor's Potential and Market Valuation
03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor
04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t
06:34 How does Kaz Feel About OPEN Becoming a Meme Stock?
17:25 Kaz’s $0 Salary but $1BN Stock Based Compensation
23:41 Oracle and OpenAI Partnership...
Brendan Foody is the Co-Founder and CEO @ Mercor, the fastest growing company in history. The company solves talent allocation in the AI economy and they have scaled from $1M to $500M in revenue in just 17 months. With a rumoured new funding round pricing the company at a whopping $10BN, the company has the likes of Benchmark, Felicis, Emergence, and of course, 20VC, all on their cap table.
AGENDA:
Amit Bendov is Co-Founder & CEO of Gong, the leading AI-sales platform. The company has raised over $600 million from some of the best in the world including Sequoia, Thrive, Salesforce and more. Gong has surpassed $300M in ARR, serves thousands of customers (including multiple Fortune 10s), and is valued at over $7BN.
AGENDA:
00:00 – Why CRM Was Always a Lie and Gong’s Secret Insight
AGENDA:
[00:05] Musk’s $1 Trillion Pay Package: The Breakdown?
[00:15] Scale, Windsurf: Are Founders Just Mercenaries Chasing Cash Today?
[00:21] Ramp at $1B ARR, Brex at $700M — Is AI Causing All Boats To Rise?
[00:26] Sierra at $100M ARR Worth $10B — Bubble or Brilliant Bet?
[00:30] Kleiner Perkins Invests $100M into Anthropic at $183BN… WTF?
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Mati Staniszewski is the Co-Founder and CEO of ElevenLabs, the world’s leading AI voice platform. Since launching in 2022, ElevenLabs has raised over $350M, most recently at a $3.3BN valuation, making it one of Europe’s fastest AI unicorns. The company counts Andreessen Horowitz, Nat Friedman, Daniel Gross, and Sequoia Capital among its backers. Today, Mati announces that the company has hit a staggering $200M ARR. Ele...
Alex Schultz is the Chief Marketing Officer and VP of Analytics at Meta, where he has spent nearly two decades shaping the company’s growth and marketing strategy. He has been instrumental in scaling Facebook, Instagram, and WhatsApp to billions of users worldwide. Alex is is also the author of Click Here: The New Rules of Marketing, the definitive guide to modern growth — available now on Amazon.
Agenda:
04:00 – Anthropic Raises $13BN: The Analysis?
19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI?
27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:00 – Is Jense...
Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the enterprise-focused LLM. Cohere has raised over $900 million, most recently a $500 million round, bringing its valuation to $6.8 billion. Under his leadership, Cohere hit $100M in ARR. Prior to founding Cohere, Nick was a researcher at Google Brain and a protégé of Geoffrey Hinton.
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Jason James is the Co-Founder of Tezi and one of the leading product minds in the valley. Prior to Tezi, Jason was the VP Product at Instacart and before that was Head of Product and Design at Thumbtack.
AGENDA:
00:00 Product lessons scaling Instacart to $40B – what really moves the needle
02:15 Why “quick optimizations” won’t build billion-dollar products
04:30 MVPs...
AGENDA:
00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War?
05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is?
09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers?
18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S***
...Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight companies that have gone public. Insane.
Agenda:
00:00 – Why are the stakes in AI higher than ever before?
0...
Agenda:
00:00 – Databricks hits $100B: Bubble or just the beginning?
03:15 – Is Databricks actually undervalued at 25x revenue?
07:40 – Are we on the verge of the biggest IPO wave ever?
11:30 – Can Andreessen’s Databricks bet return $30B+?
18:10 – Who really gets rich when mega-unicorns IPO?
19:30 – Is the return of Chamath’s SPACs the ultima...
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