The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses i...

AGENDA:

00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting?

12:55 Anthropic Warns Open Source Could Destroy the AI Business Model

18:10 Dario Escalates the AI War with China & Open-Source

22:00 Should the US Ban Chinese AI Models?

33:15 Microsoft's AI Strategy Is Breaking Down

KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12–18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Le...

Paul Erlanger is the Co-Founder and CEO of FOMO, the social-first trading platform building the future of on-chain investing. Since founding the company in 2025, Paul has raised approximately $94 million, including a $17 million Series A led by Benchmark and a $75 million Series B led by Index Ventures with participation from USV, valuing the company at $550 million. Today, FOMO has grown to 600,000 users, processed ov...

AGENDA:

00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War

14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance

27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood'

30:00 – Wall Str...

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.&nbs...

Ryan Peterson is the Founder & CEO @ Flexport, the logistics darling of the venture capital world that has raised $900M+ with the last round valuing the company at $8BN. Today, the company does $450M in revenue growing 30% YoY. 

AGENDA: 

00:00 — Why Does Ryan Petersen Call Remote Work "White Collar Fraud"?

08:30 — Does Having More Money Actually Make You ...

AGENDA:

• 00:00 — SpaceX Completes the Largest IPO in History
• 03:45 — Elon Musk Adds a Warren Buffett Fortune in 24 Hours
• 20:45 — Anthropic's Claude Fable Launches Monday, Gets Banned by Thursday

Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over $1BN for the company with reported valuations reaching $20BN. 

AGENDA: 

05:40 – "Perplexity Changed Google More Than Any PM Ever Has"

10:15 –...

Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN. 

AGENDA: 

00:00 – Why AI Means Everyone Will Become a Builder

04:55 – Will AI Finally Break the...

AGENDA:

00:00 – SpaceX Launches the Largest IPO Roadshow in History at $1.77T Valuation

05:00 – Did Elon Break the IPO Playbook? The High-Risk Pricing Strategy Explained

12:00 – Will SpaceX Create a New Generation of Venture Billionaires?

17:00 – OpenAI Files to Go Public as the AI IPO Race Officially Begins

19:00 – Sam Altman's ...

Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates some of the largest AI compute clusters globally and serves leading AI labs, enterprises, and developers. Today, Nebius has a market cap of $57BN. 

AGENDA: 

00:00 — Why AI Infrastructure Is Not a Bubble

05:00 ...

Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months. Legora boa...

AGENDA:

00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx

00:00:46 — Anthropic Files to Go Public 

00:04:59 — Will the Anthropic IPO Break the Startup Ecosystem?

00:06:22 — The "Billion-Dollar Position" Era: VCs Reset Their Expectations

00:18:11 — The Trillion-Dollar Cash Grab: Google, SpaceX, ...

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN. 

AGENDA: 

True or False:

• Mercor lost Meta and OpenAI as a customer with the hack?

Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America. The team works 7 days per week. The founder sleeps in the office. ⅔ of the first 30 team members have a Corgi tattoo. This week, Corgi raised $106M, valuing the company at a whopping $2.6BN. 

AGENDA: 

06:35 Why going to un...

AGENDA: 

05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 

10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI

25:26 The Layoffs Continue: ClickUp and Cloudflare

34:39 OpenAI S1: Is it a Race? How Will it be Received?

38:28 Do Anthropic Rush Out Their IPO Also?

45:49 SpaceX S-1: "Why I Would ...

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.

AGENDA: 

05:58 - Why we are not in an infrastructure bubble and it is just the start

08:00 - ...