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

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1. 20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More

   26 oktober 2026 · 26 min

   Afspelen
   Satya Nadella is the CEO of Microsoft and one of the greatest CEOs of our time. Satya has been at the company for an astonishing 34 years. When he joined, Microsoft had a market cap of $23.5BN. 22 years later, the company was worth $300BN. At this point, Satya took the reins as CEO. Under his leadership, he has taken it from $300BN to $3.9TRN. Lees meer

   AGENDA:

   03:08 Should We Assume Every AI Model Is Compromised?
   04:13 How Do We Stop AI Agents From Causing Harm?
   06:15 Can We Trust an AI Model's Chain of Thought?
   07:05 Is China's Lead in Open-Source AI a Safety Risk?
   08:28 Will Open or Closed Models Win the Next Two Years?
   10:08 Why Should Every Company Own Its Intelligence?
   12:12 Will Every Company Become AI Native?
   13:22 Are We Entering an AI Implementation Economy?
   15:10 Do You Need to Own the Entire AI Stack to Win?
   16:49 Can the World Support $100 Billion AI Training Runs?
   18:34 Can AI Radically Accelerate Global Economic Growth?
   19:39 Will AI Transform Sales, Finance and Marketing Like Coding?

   Quickfire round

   What have you changed your mind on most in the last 12 months?

   What looks crazy today but will be incredibly common in 5 years?

   What's the exercise routine given the travel schedule?

   Favorite cheat meal on a rest day?

   What are you most excited for in the next 10 years?

2. 20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional

   24 oktober 2026 · 1 uur 9 min

   Afspelen
   AGENDA: Lees meer

   05:00 Will we run out of energy?
   19:00 Will specialised chips threaten NVIDIA's dominance?
   26:00 Can we trust AI agents more than humans?
   31:00 Will data companies become commodities?
   36:00 What comes after transformers?
   41:00 Are software investors f****** in a world of infra and compute?
   52:00 How big will the inference market be in 10 years?
   53:00 Could robotics be 100x bigger than coding agents?
   59:00 Why are coding agents the most overrated AI investment?

3. 20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B

   22 oktober 2026 · 1 uur 1 min

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   AGENDA: Lees meer

   04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups
   13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom
   18:50 Anthropic's IPO Valuation Could Fall From $2 TRN to $1.5 TRN
   32:10 Modal Raises $750M at a $15.75B Valuation as Inference Booms
   35:50 Town at $1B, Anduril at $90B: Have Startup Valuations Lost Touch?
   42:15 Berkshire Hathaway Doubles Down on Bending Spoons
   45:05 37signals' Profit Machine Challenges the Venture Capital Model
   49:20 General Atlantic Eyes an IPO; Harvard's Endowment Hits $68B
   54:15 Elon's Flying Roadster and $10B SpaceX Share Giveaway

4. 20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer

   19 oktober 2026 · 1 uur 15 min

   Afspelen
   Sameer Dholakia is a Partner @ Bessemer, the first that has just raised $5.75BN across a $1.75BN seed fund and $4BN growth fund. Sameer has led investments into the likes of Anthropic, Fireworks and Legora to name a few. Prior to venture, Sameer was the CEO of SendGrid, taking it from $30M in ARR to over $200M. Lees meer

   AGENDA:

   04:55 Why This Is a Supercycle Like Never Before
   07:40 Why We Backed Anthropic to Compete With the Hyperscalers
   10:05 Why Anthropic Was One of Bessemer's Most Contentious Deals
   11:05 Why Open Models Don't Destroy the Market for Closed Models
   16:45 Does Price Matter in AI—and Which Metric Really Determines Value?
   19:45 How Much Should Consumer Businesses Be Discounted for Their Revenue Quality?
   20:20 Why Today's Gross Margins Matter Less Than You Think
   23:00 Competition Hasn't Changed—but the Capital Behind It Has
   24:00 Why Capital Is a Moat Today
   25:55 Is "Triple, Triple, Double, Double" Dead?
   28:00 Can You Still Succeed With a Small Seed Fund?
   29:45 Who Wins and Who Loses in the Future of Venture Capital?
   32:15 Why Founders Shouldn't Hate Being an "Option Bet"
   34:35 Why Signalling Risk Doesn't Worry Me
   51:55 Why Companies Will Stay Private Longer—and Why the IPO Window Could Reopen by 2028
   56:00 How Should Retail Investors Participate in Venture Capital?
   57:25 How Fireworks Could Become a $250 Billion Business
   01:02:35 Why Bessemer Is Confident It Can Deliver 5x Returns on $5.75 Billion

5. 20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain

   19 oktober 2026 · 1 uur 2 min

   Afspelen
   Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents.
   Backed by Sequoia Capital, Benchmark and IVP, LangChain has announced approximately $160 million in funding with the last round at a $1.25BN valuation. The company works with 35% of the Fortune 500, has surpassed one billion open-source downloads and processes over one billion events daily through LangSmith. Lees meer

   AGENDA:

   04:10 Why Is It Still So Hard to Build AI Agents?
   08:50 Will the Model Labs Eat the Agent Stack?
   16:25 Is Model Routing a Real Business or a Commodity?
   25:45 Why Has No One Solved AI Memory?
   35:45 Why Are AI Bills Exploding as Tokens Get Cheaper?
   43:25 Should Companies Be Afraid of Chinese AI Models?
   46:20 Where Would Harrison Not Be Investing Today?
   53:05 Should Founders Take a Discount for Benchmark and Sequoia?
   57:35 OpenAI at $1.5T or Anthropic at $2T: Which Would You Buy?

6. 20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

   15 oktober 2026 · 1 uur 13 min

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   AGENDA: Lees meer

   04:00 Valar Atomics Sues Seed Investor Day One Ventures Over Pro Rata
   17:00 Meta Returns to the AI Frontier With Muse Wonder
   20:00 NVIDIA Eyes $30B Reflection Deal as Amazon Circles Decart
   26:00 Jev Raises $870M at a $7.5B Valuation—Weeks After Launch
   31:00 42 New Decacorns: The AI Boom Overtakes 2021's Record
   36:00 Isomorphic Labs Eyes $50B Valuation in New Funding Talks
   46:00 Anthropic Slashes Haiku Prices by 90% as AI Price War Intensifies
   52:00 Bending Spoons Slashes Airtable's Team: What Do Founders Owe Employees?
   57:00 Bumble to Go Private in $1.3B Deal: Can AI Transform Dating?
   01:01:00 The SaaSpocalypse Deepens: Why $500M ARR May No Longer Be Enough
   01:06:00 Flock Safety Cuts 270 Jobs Amid Privacy and Security Backlash

7. 20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes

   12 oktober 2026 · 55 min

   Afspelen
   Mike Cannon-Brookes is the Co-Founder and CEO of Atlassian, the company behind Jira, Confluence, Trello and Loom.
   Atlassian generated $6.5BN in ARR in 2026, and serves more than 350,000 customers, including over 85% of the Fortune 500. Today, Mike is leading its expansion into enterprise AI through Rovo and the Teamwork Graph, connecting company knowledge with AI agents. Lees meer

   AGENDA:

   03:00 Do AI Agents Turn Traditional Software Into Just Databases?
   16:00 Will Enterprises Ever Trust Chinese AI Models?
   20:00 Is Building Your Own AI Model a Losing Bet?
   24:00 Can AI Startups Survive When They Finally Have to Care About Costs?
   30:00 What Happens When AI Gets Cheaper Than Anyone Expects?
   35:00 Is Company Context the Real Moat in Enterprise AI?
   41:00 What Happens When OpenAI and Anthropic Come for Your Customers?
   44:00 Why Are Young Founders Cashing Out More Than Ever?
   49:00 What Does Nobody Tell You About Getting Rich?

8. 20Sales: Inside Ramp's Sales Playbook: How to Build a Sales Machine with Max Freeman, SVP Sales @ Ramp

   10 oktober 2026 · 1 uur 8 min

   Afspelen
   Max Freeman is SVP of Sales at Ramp. He joined the company as its first sales hire. By 2025, he was leading more than 300 salespeople, helping build Ramp's sales organisation from the ground up. Ramp's latest reported revenue exceeds $1.7BN, with a valuation of over $40BN. Lees meer

   AGENDA:

   00:00 Inside Ramp's Sales Playbook
   05:00 How Do You Find Exceptional Sellers—and Why Bankers Make the Best?
   18:00 How Do You Build an Outbound Machine That Scales Beyond Your SDR Team?
   24:00 How Do You Shorten Sales Cycles Without Slashing Your Price?
   27:00 How Should You Pay Your First Reps—and Incentivise New Products?
   34:00 How Do You Onboard Reps Who Can Actually Sell?
   40:00 How High Should Quotas Be—and How Long Should Reps Get to Ramp?
   44:00 How Do You Drive Customer Expansion and Forecast Revenue Accurately?
   54:00 How Do You Grow as a Sales Leader Without Taking Over Every Important Deal?

9. 20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

   8 oktober 2026 · 1 uur 13 min

   Afspelen
   Joinin the trio today we have Dev Ittycheria, CEO @ MongoDB. Lees meer

   AGENDA:

   04:00 OpenAI Nears $70B Run Rate—Anthropic's Lead Under Threat
   12:00 Factory vs Cognition: Silicon Valley's Talent War Turns Ugly
   23:00 Vinod Khosla Blasts His Own Portfolio Company
   25:00 Reflection Launches Beam: America Strikes Back in Open-Source AI
   34:00 ElevenLabs Doubles Its Valuation to $22B
   37:00 Salesforce Buys Listen Labs for $2B—Sequoia Cashes In
   46:00 Vercel Hits $600M ARR as Agents Drive Half Its New Business
   55:00 Former Groq Engineers Sue Over Nvidia's $17B Deal
   01:01:00 Meta's Muse Steals the Show as OpenAI's Dots Underwhelms
   01:05:00 Oura Pulls Its IPO Despite 74% Growth—A Warning for VC

10. 20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures

    5 oktober 2026 · 1 uur 7 min

    Afspelen
    Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association. Lees meer

    AGENDA:

    07:00 Can You Still Do Seed Without a $1 Billion Fund?
    11:00 How Much of AI's Revenue Growth Is Actually Real?
    19:00 When Is "Overpaying" the Smartest Investment You Can Make?
    25:00 Does Ownership Still Matter in a World of Trillion-Dollar Outcomes?
    31:00 Is "Big Tech Will Buy Us" a Dangerous Investment Thesis?
    36:00 Why Invest in Venture When You Can Just Buy the Magnificent Seven?
    45:00 When Should You Sell a 40x Winner—and When Should You Double Down?
    54:00 Can a $50 Million Fund Still Compete With the Venture Giants?
    58:00 Quickfire: Is Benchmark Harder to Beat Than Sequoia?

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