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
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...
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the company at a whopping $2BN.
Agenda for Today:
00:00 – Is AI an Arms Race… Or Just a Talent War?
03:45 –...
Max Junestrand is the Co-Founder and CEO @ Legora, the collaborative AI powering the next generation of lawyers. Now this is an insane story for many reasons; first, Max turned down a multi-million dollar career in gaming to build Legora. Second, he has raised from the best of the best including Benchmark and IVP. Third, he has scaled the firm with 1/6th of the capital of his closest competitor, Harvey have raised a re...
AGENDA:
00:04 – Was GPT-5 the Biggest AI Letdown Yet?
00:17 – Is OpenAI’s Real Target Anthropic’s $6B Revenue?
00:22 – Why Anthropic Might Secretly Be Worried
00:28 – The Hidden Business Strategy Behind OpenAI’s “Underwhelming” Launch
00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?
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Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In the last three months, they have sold Wiz for $ 32 billion, sold Scale for $14.9 billion, and IPO'd Figma as the largest investor. In addition to this, they are the largest or second-largest shareholders in Roblox, Revolut, Adyen and Datadog.
Agenda for Today:
...Peter Rahal is the Co‑Founder & CEO of David Protein, the highest protein‑to‑calorie ratio for any protein bar on the market. Peter has raised over $85M from Greenoaks, Dr. Peter Attia and Dr. Andrew Huberman with the latest round valuing the company at $725 million. The company is poised for over $100 million in first‑year revenue. Formerly, Peter co‑founded RXBAR in his mom’s basement with a $10k start, growing it in...
Agenda:
00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma
02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public
07:00 – Why Founders Secretly Want a Pop, Even If It Makes Them Look Stupid
10:15 – The Truth Behind the $3B Figma "Left on the Table"
14:00 – Direct Listings vs IPOs: Should Figma Have Gone Direct
Ron Gabrisko is the Chief Revenue Officer at Databricks, where he joined in 2016. Under his leadership, Databricks has scaled from $0 to $3.7BN annualized revenue. He has grown the sales team from 0 to over 1,000 globally, leading expansion into enterprise, government, and international markets. Ron previously held senior sales roles at Cloudera and IBM, bringing deep experience in data and AI infrastructure. His tenur...
Miles Dieffenbach is Managing Director of Investments at Carnegie Mellon University, where he helps oversee a $4 billion endowment with a focus on venture capital, private equity, and alternative investments. Under his leadership, CMU’s private book has remained self-funding during some of the toughest years for liquidity.
Agenda for Today:
00...
Agenda:
00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal)
04:57 - “I Wouldn’t Leave Benchmark… Unless I Had THIS” — Jason on Brand vs Autonomy
09:01 - The Rise of the Solo GP & The Death of LP Conventional Wisdom
13:50 - The Unstoppable Force of Elad Gil & The Myth of LP Discipline
18:45 - Is Vibe Coding the New SaaS? Jason’s $10K...
Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in enterprise infrastructure, Martin has helped shape the modern cloud computi...
Fernando Fanton is one of the most respected product leaders in Europe, having held Chief Product Officer roles at Monzo and Just Eat. He previously led product and tech at Rappi, one of Latin America's most valuable startups. Today, Fernando is the CPO @ Property Finder; one of the biggest breakout unicorns from MENA.
Agenda:
00:00 – Is “having a vision” actually killing great product teams?
...Agenda:
00:00 – Did Jason Just Kill Replit?
03:45 – Why Claude Lies To You and Cannot Be Trusted
06:50 – You Cannot Trust Agents. Period.
10:20 – Why Windsurf Was Dead Without Claude
12:30 – Cursor vs. Lovable: What’s the Better Bet?
14:40 – Should You Still Invest in Cursor at $28B?
18:05 – Would You Bet on Anthropic at $100B o...
Edwin Chen is the Founder and CEO of Surge. Founded in 2020, Surge has scaled to $1BN+ in revenue with zero external funding. At the same time, their competitor, Scale.ai raised over $1.3BN to reach $850M ARR. Today, Surge have the world’s largest model providers as customers and have just 120 employees.
Agenda:
00:00 — “Everyone Else Is Just ...
Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad in Informatics and a member of the U.S. Math and Physics Olympiad teams...
Agenda:
00:00 Windsurf was dead—then this deal changed everything
05:00 The Windsurf x Google x Cognition saga explained
09:00 The OpenAI deal collapsed—what really happened
15:00 FTC rules forced a brutal deal structure—who lost?
17:00 The investors’ returns: who actually made money?
21:30 Will Google’s corp dev team get fired over this?
23:...
Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine lines of business that do over $100M in revenue.
Agenda:
<...Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot’s user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voices in SaaS marketing and a pioneer in growth-driven content strategy.
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