The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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20VC: Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO | Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups
2 juli 2026 · 1 uur 17 min
AGENDA: Lees meer
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
38:00 Kalshi's $40B Valuation Signals a New Consumer Gold Rush
41:15 Has SpaceX Frozen the AI IPO Market?
43:20 Why Bending Spoons May Be the Smartest IPO of the Year
46:00 The $100B Opportunity to Buy Broken SaaS Companies
53:30 Which Software Companies Would Jason Buy Tomorrow?
1:04:30 The Great AI Talent War Is About to Get Worse
1:11:20 Every Company Is Becoming an AI Company—or Dying
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20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
29 juni 2026 · 1 uur 1 min
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 Leo Aschenbrenner's investment portfolio, making up around 16% of his fund. Lees meer
AGENDA:
00:00 Why Failure Is Never an Option: The Mindset That Built a $90B Company
05:20 The 25-Year Bet: Why Bloom Never Doubted AI Would Need Its Technology
12:10 Andy Grove's Brutal Leadership Lesson That Changed Everything
18:40 AI Isn't a Bubble—It's a "Hockey Stick on a Hockey Stick"
25:30 Why Electricity, Not AI Models, Will Decide the Winners of the AI Race
34:20 The Radical Vision: Why Power Must Move to the Edge of the Grid
40:40 How Bloom Beat Everyone to Power Oracle's AI Data Centres in Just 55 Days
50:00 The Future of Cities, Energy Sovereignty & Why AI Will Democratise Power
52:10 Parenting, Purpose & the One Belief KR Thinks Everyone Gets Wrong About AI
55:00 The Next 10 Years: Why AI Could Create Global Energy Abundance
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20VC: How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong | Why 1-1s are BS and What Every Founder Gets Wrong About Equity | Why Taste Beats AI But How AI Kills Org Charts with Paul Erlanger, CEO @ fomo
27 juni 2026 · 57 min
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 over $4 billion in trading volume, and is adding thousands of new users every day—all with a team of just 17 people. Lees meer
AGENDA:
00:00 – Building a $550M Company with No Salaries, No Managers & No 1:1s
03:58 – Why Traditional Brokerages Will Lose in the Next 10 Years
09:30 – Why Robinhood's Strategy Is Wrong; The End of the Financial Super App?
13:05 – "Markets Aren't a Casino" — The Case for Retail Investors Fighting Wall Street
16:45 – The Radical Hiring Bet: Giving Employees Founder-Level Equity
23:40 – AI Kills Org Charts: Why FOMO Will Stay Under 25 Employees
29:30 – Why Taste Beats AI & The Biggest Mistake Most Consumer Startups Make
33:10 – The Social Media Playbook That Every Startup Gets Wrong
39:20 – How Benchmark, Index & USV Won the Deal—and the VC Advice Founders Need to Hear
46:10 – The Future of Investing: Social Trading, Creator Economies & Financial Networks
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20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
25 juni 2026 · 1 uur 24 min
AGENDA: Lees meer
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 Street Finally Asks the $725 Billion Question: Who Pays for AI?
41:00 – We Built an AI Finance VP... and It's Better Than Humans
46:30 – The Death of Moats? Why Founders Should Stop Talking About Defensibility
58:30 – Databricks, ServiceNow & the New AI Software Winners
01:07:00 – The Seat-Based SaaS Model Is Dying
01:12:00 – OpenAI's Custom Models Could Rewrite Enterprise Software
01:17:00 – OpenAI's Biggest Threat Isn't Anthropic Anymore
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20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence
22 juni 2026 · 1 uur 14 min
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. Lees meer
AGENDA:
00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI
07:40 The Frontier Model Problem: Breadth vs Depth in AI
11:30 Most Enterprises Are Using AI Completely Wrong
13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half
16:00 AI Applications Will Have Opinions — SaaS Never Did
20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech
24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising
25:10 Why Token Prices Must Collapse
28:20 Where Value Actually Accrues in AI: Models, Memory or Apps?
29:00 Why Memory Becomes the Biggest Moat in AI
32:00 Why Every Enterprise Should Be Scared Right Now
33:15 Should Governments Regulate Frontier AI Models?
37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere
40:00 The Biggest AI Mistake CEOs Are Making Today
42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto
43:00 Do AI Companies Really Need Forward-Deployed Engineers?
45:00 Why Enterprise AI Products Still Aren't Ready
52:00 Systems of Record vs Systems of Intelligence: The Future of Software
54:00 Why AI Applications Will Replace Traditional SaaS Workflows
58:00 What Nikesh Learned From Google That Still Matters Today
1:04:00 From $200 and Two Suitcases to Running a $225B Company
1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now
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20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport
20 juni 2026 · 1 uur 19 min
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. Lees meer
AGENDA:
00:00 — Why Does Ryan Petersen Call Remote Work "White Collar Fraud"?
08:30 — Does Having More Money Actually Make You a Better Founder?
11:40 — When Will Flexport IPO? What Price Would It Go Out At?
19:00 — Can AI Actually Automate Entire Companies or Is the Productivity Boom Overhyped?
22:00 — Which Jobs Will Exist in 5 Years That Don't Exist Today?
26:00 — OpenAI vs Anthropic: If Ryan Could Only Own One, Which Would He Buy?
27:45 — Are Chinese Open-Source Models a National Security Threat—or Is Silicon Valley Overreacting?
30:15 — The $500M Fundraising Mistake Ryan Wishes He Never Made
35:00 — Why Flexport Abandoned San Francisco & Remote Work Damaged Flexport's Culture
41:00 — Why Marketing Is the Hardest Executive Hire in Startups
43:00 — Do Great CEOs Hate HR?
46:00 — Why Most Startup Founders Hire Executives Too Early
48:00 — What Ryan Learned Investing Alongside the Greatest YC Founders
55:00 — The Single Biggest Mistake Founders Make When Fundraising
1:09:00 — Does Founder Brand Actually Drive Enterprise Value?
1:11:00 — What Makes a Great Board Member—and Why Most Boards Add Negative Value
1:13:00 — The Sports Team Ryan Dreams of Buying Just to Troll His Biggest Competitor
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20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
18 juni 2026 · 1 uur 25 min
AGENDA: Lees meer
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
25:00 — Washington Declares War on Frontier AI
39:00 — Europe's Sovereign AI Push Accelerates as Mistral Targets $20B
43:30 — Benchmark Admits Its Biggest Miss: Passing on the Model Labs
45:15 — Salesforce Buys Fin for $3.6B and Rewrites the SaaS Survival Playbook
1:02:00 — Adobe Beats, Raises, and Still Crashes as AI Fears Intensify
1:06:30 — Why Every Legacy SaaS Company Is Trapped in an AI Death Spiral
1:10:00 — The AI Acquisition Window Has Officially Closed
1:13:00 — Nvidia at 16x Earnings vs SaaS at 8x Cash Flow: Where Should Investors Be?
1:17:00 — The Great Rotation: Why Wall Street Is Abandoning Software for AI Infrastructure
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20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
15 juni 2026 · 1 uur 21 min
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. Lees meer
AGENDA:
05:40 – "Perplexity Changed Google More Than Any PM Ever Has"
10:15 – Why Search Is Not the Future of AI
13:05 – The Most Important Insight in AI: The Model Is NOT The Product
16:10 – Why AI Agents Will Become Bigger Than Google Search
22:00 – AI Will Design Chips, Discover Drugs & Cure Diseases
24:15 – The Secret to Building a 24/7 AI Agent
32:40 – Aravind's Wild Prediction: Micron Could Become More Valuable Than Meta
41:00 – Why Power Will Be The Biggest Bottleneck In AI For The Next Decade
45:00 – Have U.S. Export Controls Accidentally Made China Stronger?
49:00 – Why Dario Amodei's AI Doom Narrative Is Wrong
55:20 – Why Token Budgets are Total BS and Useless
58:00 – When Agent Traffic Surpasses Human Traffic, What Happens To The Internet?
01:08:00 – SpaceX, OpenAI & Anthropic IPOs: Is There Enough Capital For All Three?
01:14:00 – What Elon Musk Is Really Like Behind Closed Doors
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20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
13 juni 2026 · 1 uur 21 min
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. Lees meer
AGENDA:
00:00 – Why AI Means Everyone Will Become a Builder
04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling?
06:45 – The Rise of the 100x Engineer & Load-Bearing Talent
08:00 – The New Executive Job: Allocating Tokens Like Capital
10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional?
12:45 – The AI Value War: Models vs Applications vs Infrastructure
18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning
22:00 – Why AI Spend Could Soon Exceed Developer Salaries
24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work
28:00 – What Makes a Great Engineer in the Age of Agents?
35:00 – Jobs That Will Disappear First Because of AI
40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term
46:00 – From String Theory to Startup Founder: The Sequoia Origin Story
52:00 – The Meeting That Led to Sequoia's First Check
58:00 – Why America's Lack of Frontier Open Models Is Embarrassing
1:08:00 – What Matan Looks for in Every New Employee
1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes
1:16:00 – The Most Important Prediction Matan Has Changed His Mind On
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20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
11 juni 2026 · 1 uur 13 min
AGENDA: Lees meer
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 Vision: Why AI Is Becoming Always-On Infrastructure
22:00 – Apple Admits Defeat on Siri and Turns to Google AI
25:00 – Uber Cuts 23% of HR as AI Reshapes White-Collar Work
31:00 – Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
38:00 – Lovable Hits $500M ARR: The Rise of the 100-Person Billion-Dollar Company
48:00 – Elon's Masterstroke: Why the Cursor Acquisition Could Be the Deal of the Year
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20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
8 juni 2026 · 1 uur 7 min
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. Lees meer
AGENDA:
00:00 — Why AI Infrastructure Is Not a Bubble
05:00 — The Real Impact of Open Source on OpenAI & Anthropic
11:00 — Jevons Paradox: Why Cheaper AI Creates More Demand
13:00 — The Four Layers of AI Infrastructure Explained
19:00 — If Nebius Had 10x More Capacity Tomorrow
26:00 — The Shift from Training to Inference and Agents
31:00 — How Token Factory Cuts AI Costs by 70%
44:00 — Sovereign AI, Europe, and the Future of Model Building
49:00 — Competing Against Hyperscalers with 10x More Capital
59:00 — The Biggest Threat to Nebius Isn't Competition—It's Consolidation
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20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora
6 juni 2026 · 55 min
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 boasts a valuation of $5.6BN and has raised a total of $866 million in funding. Legora's investors include the likes of Accel, Benchmark, and Bessemer Venture Partners, alongside strategic tech giants NVIDIA (NVentures) and Salesforce Ventures. Lees meer
AGENDA:
05:01 - How to Hire the Best Product Talent in 2026
06:21 - The New Product Bottleneck: Shifting Beyond Code Creation
09:24 - System Design vs. Code Creation: The Future Role of the Engineer
14:04 - The Evolving Software Development Lifecycle & The Death of the Design Phase
22:23 - Will Product and Engineering Fully Converge?
29:16 - Scalability and UX: Designing for 10x vs. 100x Spikes
38:15 - Scaling the Organization: What Breaks with a 250 Person Product Team
47:05 - Quick-Fire Round: Hyper-Growth Tactics & Out-Working the Giants
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20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?
4 juni 2026 · 1 uur 34 min
AGENDA: Lees meer
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, and OpenAI Rush the Queue
00:23:15 — Is the SaaS Apocalypse Over? Bouncing Off the Bottom
00:25:34 — The Death of Human Per-Seat Licenses as Multiples Shift
00:27:18 — Winners vs. Losers: How Agentic Focused Products Captured the Market
00:30:26 — Cognition Raises $1 Billion at a $26 Billion Valuation
00:33:04 — Token Budgeting Panic Hits Corporate America
00:35:46 — Multi-Model Workflows and the Future of Cost Containment
00:41:20 — Choosing Tokens Over Humans: The 2027 Engineering Reality Check
00:46:42 — Can Large Companies Survive Slashing One-Third of Their Engineering Talent?
00:57:40 — Big Law Flex: Kirkland & Ellis Pledges $500 Million to Build In-House AI
01:01:21 — Giving Away the Crown Jewels: Will Firms Trust Claude?
01:08:44 — Robinhood's AI Move: Automating Financial Planning vs. Beating the Market
01:16:15 — Apollo Warns PE Software Returns Are About to Be Disastrous
01:19:15 — $10 Billion Carry Pools: Will VC Winners Quit the Game?
01:24:10 — The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?
01:30:10 — The Great Valley Contradiction: Working 24/7 to Automate White-Collar Work
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20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
1 juni 2026 · 1 uur 15 min
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. Lees meer
AGENDA:
True or False:
Mercor lost Meta and OpenAI as a customer with the hack?
Mercor has been poaching competitor talent, paying them millions?
Mercor revenue is not real revenue and is only GMV?
12:56 Would Brendan sell Mercor for $30 billion?
14:23 Why everyone is wrong that AI will lead to labor displacement?
15:59 We will create many new jobs that do not exist with AI.
16:59 Why training agents will be a massive labor category that does not exist today
19:51 Will we see the data provider market unbundle and specialize into verticals?
22:24 Is the stated revenue really revenue or is it really GMV?
27:55 How a 1 million ARR company secured one of the best investors in the world with a helicopter ride
29:41 How Felicis secured the deal of the decade with a race track and a set of Ferraris
32:59 Which investment round felt like the highest price to grow into?
34:49 Why will value accrue to the infrastructure layer, not the application layer, in the next 12 months?
35:46 Why the model is the product and why application layer companies should be scared as a result
37:22 Why network effects will be the determinant of value creation
38:46 Why the forward-deployed motion, not the GTM motion, will determine true value creation.
41:59 Why token spend within organizations is going to continue to increase
43:54 Why agent evaluation to commoditize the model layer will be a massive business for enterprises?
51:13 Why we should have increased capital gains tax
01:01:31 How to compete with $20 million a year from Meta?
01:08:49 Will Mercor go public and when?
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20VC: Corgi Insurance: The Most Intense Workplace Culture in America: 7 Days Per Week, Founder Sleeps in Office, Corgi Cafe Open 24 Hours a Day, 60% of First 30 Employees Have Corgi Tattoos | The Journey from $0 to $2.6BN Valuation in Just 2 Years
30 mei 2026 · 53 min
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. Lees meer
AGENDA:
06:35 Why going to university was a massive waste of time
09:42 Why we work seven days a week
11:58 Why we do work trials and how that is a test of people's stamina
18:41 Why we created a cafe in the biggest annoyance with San Francisco
22:00 Why I am so bullish on London
23:49 Why I haven't sold a single secondary
24:19 Why people who found companies in New York prioritise dating over their company
30:46 Biggest lessons on cash comp and equity
31:13 Team members can be split into three separate groups
34:59 Biggest lesson from Brian Chesky on price
35:44 What is the right amount of time to be fundraising for?
36:47 Good companies get deals done and what makes the best venture investors?
40:34 Why AI makes sales and marketing more valuable
43:12 Why I don't like boards and I don't think they're effective
46:19 What I would like to see more of from venture funds
48:05 Who was Corgi's first believer?
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20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudflare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable
28 mei 2026 · 1 uur 25 min
AGENDA: Lees meer
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 Never Invest"
48:06 Why Colossus is a Stroke of Genius By Elon
51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX
58:04 Polsia Raises $30M at $250M Price: Is this the Peak?
01:06:08 Exa Raises at $2.2BN to Build Search for Agents
01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait
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20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
26 mei 2026 · 1 uur 2 min
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. Lees meer
AGENDA:
05:58 - Why we are not in an infrastructure bubble and it is just the start
08:00 - Sam Altman's superpower is his ability to forecast capex spend.
08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available.
10:39 - What is going on with the price of memory and why is it a problem?
16:40 - Are Google best positioned to produce tokens and what challenges do they face?
19:23 - Is Coreweave dramatically undervalued or overvalued?
24:34 - My biggest advice to entrepreneurs scaling their business
30:13 - Why most of the layoffs are AI-washed and
33:41 - What will we spend on tokens for software engineers in five years?
34:48 - Why does the role of HR change so significantly in the world of AI?
35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption
39:20 - Why Jensen and Nvidia are wrong to sell chips to China
42:49 - What needs to change in the U.S. to build a strategic asset in chips?
51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is?
53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.
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20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan
23 mei 2026 · 1 uur 20 min
Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the world, like Harvey, Factory to build the best sales teams in a world of AI. Lees meer
Chris Degnan is a legendary technology sales leader who achieved the historic feat of scaling Snowflake from $0 to $4BN in ARR.
AGENDA:
00:00 – The $100M CRO Packages Nobody Believes Are Real
04:10 – Why Most "Elite" Salespeople Are Actually Just Order Takers
08:00 – The Secret to Hiring Killer Sales Talent at Early-Stage Startups
10:05 – 20x Quotas & The Death of Traditional Pipeline Generation
16:20 – The ARR Scam: Why Most AI Revenue Numbers Are Fake
17:45 – Why the Best Engineers Do Not Want to Be Forward Deployed Engineers
21:10 – Why Paying Everyone the Same Kills Great Sales Organisations
24:15 – Anthropic's Crazy Compensation Is Breaking the Entire Sales Market
29:00 – The Brutal Truth About Replacing CROs & Firing Sales Leaders
32:20 – Forecasting in AI Is Completely Broken
38:20 – The Fatal Mistake Founders Make Chasing Venture Valuations
39:40 – Why Most VCs Give Absolutely Terrible Sales Advice
42:10 – Global Sales From Day One: The New AI Go-To-Market Playbook
44:15 – "Anthropic Is a $5 Trillion Company"
47:40 – The Death of the Traditional SDR & The Rise of Full-Stack AI Sellers
49:00 – Consumption Pricing, Vertical AI & Why SaaS Is Getting Rewritten
52:00 – What the Best Sales Cultures Still Get Right in the AI Era
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20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
21 mei 2026 · 1 uur 22 min
AGENDA: Lees meer
00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move
04:46 – Unpacking Anthropic's $30 Billion War Chest
10:52 – The True Cost of AI Tokens: Is Salesforce Spending Too Much?
15:59 – The Bear Case for Token Growth & Why Software Leaders Must Adapt
22:56 – Public Tech Rebound: Figma & Datadog Crush Expectations
26:59 – The Death of Traditional Web Builders? The Decline of Wix & Squarespace
36:59 – Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable?
45:59 – Cerebras IPO Smashes Day One: The Biggest Tech Public Debut Since Snowflake
48:17 – SpaceX Sets Date For the Largest IPO in History
57:28 – Y Combinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit
01:11:57 – The Looming Backlash: Mass Tech Layoffs and the Politics of AI
20VC:
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20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder
18 mei 2026 · 1 uur 29 min
Josh Browder is my favourite emerging manager. As the Founder of Browder Capital he has been the first check into unicorns like Micro1, Owner.com and Yuzu Health to name a few. He turned his Thiel Fellowship Grant of $100K into a whopping $10M angel portfolio. All new investments move into Josh's Four Seasons Residence where he then trains them on company building. They are only allowed to leave when they raise their seed round. In addition to this, Josh is the Founder & CEO @ DoNotPay, the now profitable company that has raised $22M from Marc Andreessen and others. Lees meer
AGENDA:
00:00 Why I believe young founders make the best founders
02:10 What do I look for in founders I'm investing in?
10:00 How I test for founder commitment pre-investment
11:00 What do I want to see in the childhoods of the entrepreneurs that I back?
12:05 Why I make founders live with me in my Four Seasons residence after investing
14:00 There are three reasons why pre-seed companies fail and how I solve for them
15:45 What do I look for in a team to assure me they will last?
16:50 Is $5 million post still attainable in this world?
17:15 Should we be worried about the increasing levels of fraud at the early stages?
18:10 Which Silicon Valley investor was the most impressive?
20:00 Do VCs really add value?
20:50 Does university carry less value than ever and should founders drop out if they have a dream and an idea?
24:00 The advice of one lawyer changed the entire trajectory of this multi-million dollar company
28:10 I would never invest in someone that I met over Zoom
29:20 Are all the best founders you invest in delusional?
31:10 What is the biggest benefit of being a Thiel Fellow?
36:20 The problem of accelerators and why artificial constraints can enforce quality
38:20 How we used Mark Zuckerberg's house as a viewing instrument tool to get users
41:20 My pre-seed cheque in Micro One is now worth hundreds of millions and my lessons
43:20 The biggest mistake VCs are making i…
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20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge
16 mei 2026 · 1 uur 5 min
Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale. Lees meer
AGENDA:
04:00 — You just have to survive long enough to not die
06:00 — Did USV liking music make them billions of dollars?
13:58 — The three variants of an AI native company
15:00 — How do you know if foundation models are going to kill or help you?
22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move
41:00 — Biggest lesson from Jensen Huang at Nvidia
41:00 — What Founder Mode truly means
52:00 — What the founder of Duolingo taught me about sacrifice
56:37 — If I started a company again, Elad Gill would be the one investor I go to
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20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
14 mei 2026 · 1 uur 18 min
AGENDA: Lees meer
00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers.
00:10:45 — Why Anthropic is buying capacity from Elon Musk.
00:15:35 — Anthropic's massive $200B revenue commit to Google.
00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents.
00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals.
00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing.
00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo's data business.
00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap.
00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark.
00:58:30 — Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker.
01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?
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20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora
11 mei 2026 · 1 uur 14 min
Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company. Lees meer
AGENDA:
0:00 – How Jude Law Generated $50 Million in Qualified Pipeline
4:00 – Why Implementation is Your Secret Weapon to Win in AI
5:50 – Why AI Enterprise Sales Require "Legal Engineers"
7:45 – The 6-Figure Rule: When Should Humans Control Sales
12:55 – Is Legora Vastly Overvalued at $5.5BN?
15:45 – How to do global expansion in a world of AI
18:00 – How to Win Supremely Competitive Markets
24:45 – Why Giving Your Product Away for Free is a Death Sentence
33:55 – Legora's Onboarding and Training Playbook for Sales Teams
38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days
46:30 – How to Structure Sales Commissions in a World of AI
49:40 – How to do Revenue Forecasting in a World of AI
1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?
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20VC: What I Learned from 100 of the Best CEOs in the World | What I Learned from Staying with Mr Beast for 3 Weeks | How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify
9 mei 2026 · 1 uur 47 min
Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over 60 million people and has over 1 million five-star ratings. Over 200 software and AI engineers work on Speechify which won the Apple Design award last year. Lees meer
AGENDA:
00:00 — Until You Hit $100K Do Not Spend on any Channel Other than Meta
04:53 — How I hacked the college system by applying to 26 universities
06:33 — The "Great Guy" yearbook prank that accidentally outed me
08:35 — What I learned from hunting down the top 100 CEOs in the world
11:51 — The "Warrior" rule: Why I force my senior leaders to edit their own ads
13:52 — Why companies are like bodybuilders: The Bulking and Cutting cycle
17:34 — I test 1,000 AI-generated ads every single day
20:13 — How I built a custom AI ad platform in just four days
23:19 — The one $3,000,000 ad I filmed in a hot tub with red headphones
32:15 — Why we will soon spend more on AI tokens than employee salaries
34:55 — "I'm disappointed in you": The 1,000-credit daily AI requirement
36:31 — How LLMs helped me find my father's cancer when doctors couldn't
41:13 — Why 40% of billionaires are dyslexic—and why you should be too
45:41 — Why I refuse to hire anyone who has worked at Google
47:05 — I flew into a war zone in Ukraine just to keep one engineer
55:49 — Why performance reviews are a total waste of time
58:32 — QA is the most valuable skill in the world (and you're probably bad at it)
01:03:59 — Why we keep our valuation and funding a total secret
01:07:51 — The "Virus" Strategy: How Logan Paul hijacked the WWE
01:11:32 — What I learned from sleeping at Mr Beast's house for three weeks
01:14:15 — How we made a 36X return on Nvidia using high-leverage options
01:23:44 — I found the hacker who stole $200k—then I hired him
01:32:45 — Why I spent 11 days sleeping in a Walmart parking lot
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20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
7 mei 2026 · 1 uur 31 min
AGENDA: Lees meer
00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results
04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came
15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat?
21:59 – Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets
28:50 – Palantir's Home Run: Why Big Companies Spend Big Money on AI
38:43 – Apple's Quiet Consistency & The Stealth Inflation of Memory Chips
41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration
50:50 – Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend
01:05:59 – Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market
01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries
01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"
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20VC: Shopify's Tobi Lütke on How AI is a Scapegoat for Mass Layoffs & What Will Labour Markets Be in the Future | Why We Need More Scrutiny on Charitable Giving, Governments are Bad at What They Do and Trump Derangement Syndrome in Canada
4 mei 2026 · 1 uur 14 min
Tobi Lütke is the co-founder and CEO of Shopify, the global e-commerce titan with a $160 billion market cap. Under his leadership, the company generates over $7 billion in annual revenue and has seen its valuation grow nearly 100x since its 2015 IPO. Today, Shopify has over 8,000 employees and AI now generates over 50% of the Shopify's code. Lees meer
AGENDA:
00:10:36 - The $160 billion CEO who did not want to be CEO.
00:11:51 - Why don't companies become public? Because it is much worse to be an untrusted public company.
00:16:53 - Why we are about to enter a golden age of entrepreneurship.
00:17:54 - Why AI is being used as a scapegoat for mass layoffs.
00:17:41 - How will labor markets change in a world of AI?
00:24:43 - Why we should praise Elon Musk so much more than we do.
00:27:59 - Why we need to place more, not less, scrutiny on charitable giving.
00:31:56 - Why we have too many charity dollars and why they are inefficient.
00:34:57 - Why governments are so bad at what they do.
00:37:27 - The Trump derangement syndrome in Canada.
00:39:51 - Why will governments regulating technology push us into the hands of the Chinese?
00:41:59 - Europe has to get rid of the bullshit green parties and go back to Prussian economics.
00:48:29 - Why is looking at the ticker such bullshit?
00:50:48 - Why young coders are not as advantaged in AI as I thought they would be.
00:53:56 - The best engineers in Shopify are not writing code anymore and the AI does it for them.
00:56:40 - The cheat code for any career from the billionaire founder of Shopify.
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20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist
2 mei 2026 · 1 uur 13 min
Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a category-defining data platform, building and leading high-performing sales teams. Before that, she was an early sales leader at Heap, where she played a key role in scaling the GTM motion. Lees meer
AGENDA:
00:00 Why most sales reps plateau—and when you should leave your company
02:45 Should you jump from SaaS to a hot AI startup right now?
05:30 How long is too long at one company—and what great tenure actually looks like
08:00 How to read a LinkedIn profile like a world-class sales leader
13:30 The biggest hiring mistake sales leaders make (and how to catch it fast)
16:00 Titles vs salary: what actually predicts a great hire
20:00 What early-stage founders must look for in their first sales hires
24:00 How to evaluate AI startups: PMF, retention, and real signals that matter
27:00 Sales comp decoded: quota, OTE, and how to design winning incentives
33:00 How to build a high-performance sales culture (and avoid a toxic one)
41:00 What makes a true champion—and why most reps get this wrong
45:00 Weekly forecasting: how elite sales teams run pipeline reviews
50:00 Are SDRs dead? How AI is really changing outbound sales
52:00 Why every rep owns pipeline—and how top teams generate it
54:30 The future of sales productivity: AI tools, workflows, and what actually works
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20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
30 april 2026 · 1 uur 26 min
AGENDA: Lees meer
00:00 $45B Floods into Anthropic from Google & Amazon
05:10 OpenAI Misses Growth Targets — Is This a Real Problem?
08:40 The Rise of AI Agents: Why Humans No Longer Pick Models
12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model
20:30 China Blocks $2B Manus Deal — AI Cold War Escalates
34:10 Why Google May Be the Biggest Winner in AI Infrastructure
41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva
46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out
52:10 The Collapse of Private Equity Exit Routes in VC
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20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi
27 april 2026 · 1 uur 21 min
Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business in the world like it. Lees meer
AGENDA:
00:00 – Why Winning (Not Fear) Drives the Best Founders
04:30 – When Money Stops Mattering: The Real Founder Motivation
07:15 – $83M CEO Payday: The Truth Behind the Headlines
10:45 – The Hidden Cost of Being a CEO: What No One Tells You
13:00 – Down 92%: How Do You Not Lose Your Mind?
17:00 – Layoffs: AI Revolution or COVID Hangover? Will the Layoffs Work?
24:30 – Why Most Companies Can't Build a Culture of A-Players
29:30 – What % of Applovin Code is AI? What Will it Be in 5 Years Time?
33:30 – Building on OpenAI: Opportunity or Existential Risk?
40:00 – The Dark Side of Short Sellers & Market Manipulation
50:00 – Do Great Founders Doubt Themselves?
52:00 – TikTok, Meta & The Future of Recommendation Engines
53:30 – The Path to a $1 Trillion Company: What Needs to Happen?
56:00 – Stock Buybacks: How to Do Them and When They Go Wrong?
59:00 – Is the SaaS Model Breaking? What Happens Now?
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20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad
25 april 2026 · 47 min
Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by employees at 85% of Fortune 500 companies. Replit's revenue jumped from $10 million to $100 million in nine months, and the company is on track to reach $1BN in ARR by the end of 2026. Lees meer
AGENDA:
00:00 — Why Coding Models are Hitting a Performance Plateau
07:21 — Is Most of the Value of Replit Not Anthropic Model Quality?
10:04 — Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did?
11:58 — Why Product Quality Must Always Beat Cost Optimization
14:51 — How Do Replit Choose Which Model To Route To For Different Tasks?
24:43 — The SaaS Apocalypse: Why it is Fair and Just?
29:55 — What Will the Cost of Tokens Be in 5 Years?
31:09 — Is Cursor Dead? Debunking the Twitter Narrative
33:36 — Are IDEs Dead?
35:54 — Should Students Still Study Computer Science?
42:47 — Are US Companies Using CCP Subsidised Open-Source Chinese Models
56:59 — What Do No Founders Know About True Product-Market Fit
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20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0
23 april 2026 · 1 uur 41 min
AGENDA: Lees meer
04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX.
07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense.
11:00 — 🏆 Who Won the Deal? The $60B question and why SpaceX public shareholders might be the secret losers.
15:00 — 💰 Venture Payday: What this means for the investors and the "lock-up" reality for the founders.
19:30 — 🚀 SpaceX as an AI Lab: Is Elon using $2 trillion in market cap to buy his way into the AI race?.
20:30 — ⚠️ The AI Advantage: Why high-price stocks are the ultimate weapon for massive acquisitions.
23:30 — 🏛️ The $100 Billion Prediction: Jason explains why we'll see an even bigger startup acquisition within 12 months.
33:30 — 🍎 End of an Era: Tim Cook steps down at Apple—was it a home run exit or "AI Terror"?.
37:30 — 📉 The Stealth Churn: Why Netflix, Canva, and Adobe should be terrified of YouTube and AI.
39:30 — 🦄 Anthropic Hits $1 Trillion: The "white heat" of secondary markets and the race to go public.
48:30 — 🎨 Claude Design vs. Figma: Is Anthropic's new app an existential threat to the design world?.
01:03:30 — 🔥 Rippling's God-Mode Growth: How they hit $1B in revenue while accelerating past the "SaaS is Dead" meme.
01:09:30 — 🧠 Salesforce Goes Headless: Marc Benioff's genius move to survive the AI agent revolution.
01:13:00 — 🕸️ The "Agent Fabric": The next trillion-dollar battleground for the enterprise.
01:23:30 — ⚡ Cerebras IPO 2.0: Can the "wafer-scale" chip challenger actually take on Nvidia?.
01:29:30 — 🥊 Jensen Huang vs. The Podcasters: Reacting to the legendary (and cagey) Nvidia interview.
01:34:30 — 🇬🇧 London vs. The Valley: Why 91% of AI unicorns are in the Bay Area and Harry's thoughts from the UK.
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20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box
20 april 2026 · 54 min
Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market cap of $3.2BN. Something we discuss today… Lees meer
AGENDA:
00:00 — Why the Experts are DEAD WRONG About the US-China AI Race
10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job
13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years
16:45 — Is Your SaaS Tool Actually a Valueless Database in an Agentic World?
20:50 — The Cybersecurity Tsunami: Why Agents are Your Biggest Threat
25:50 — Token Maxing: What Every Company Needs to Know About Budgeting Tokens
34:55 — Is Silicon Valley Secretly Being Powered by Open-Source CCP Models?
39:15 — The Brutal Truth: Is This Generation of CEOs Too Low-IQ for AI?
46:55 — Frontier Labs: Why Aaron is Still Betting Everything on the Labs
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20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund
18 april 2026 · 1 uur
Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in boxing history with fights against Mike Tyson and Anthony Joshua. Jake is also Co-Founder of Anti Fund, where he has made investments in Ramp, Anduril, Cognition and Olipop to name a few. Lees meer
Geoffrey Wu is a Co-Founder and Managing Partner at Anti Fund. He previously built his career at Goldman Sachs and Point72. He is at the forefront of a new model of investing—where distribution is as powerful as capital.
AGENDA:
00:00 — Why Attention is Now More Valuable Than Cash
04:36 — Inside the Secret $BN Jake Paul Business Empire
06:50 — Jake Paul's MasterClass on How to Tell Great Stories
10:50 — Why Jake Paul Is Literally Uncancelable
16:15 — The Brutal Reality of VC: Why Seed Investing is for Amateurs
25:10 — Is AI About to Make the Entire Human Race Unemployed?
33:15 — Trump Endorsed Me: Is Jake Paul Actually Running for President?
41:10 — The 60/40 Rule: How to Build an Unbreakable Relationship
44:15 — Dark Side of Greatness: Is Jake Paul a "Psychopathic" Work Addict?
50:20 — The Ultimate Choice: Boxing, Content, or Investing?
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20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
16 april 2026 · 1 uur 26 min
AGENDA: Lees meer
00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release
05:56 — Why Mythos is a Quantum Leap in Cyber Risk
10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei
14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?
19:22 — Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening?
22:28 — Claude vs. Lovable & Replit: Anthropic Moves into App Building
25:24 — The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop
39:51 — Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs
44:18 — OpenAI's $50B Ad Vision: The Plan to Monetize Intelligence
53:50 — Token Maxing: How CIOs are Reclaiming Control Over AI Budgets
57:57 — SpaceX's Leaked Financials: The Math Behind the $2 Trillion IPO
1:08:00 — Thoma Bravo Shuts Growth Equity
1:16:18 — Who IPOs First; OpenAI or Anthropic?
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20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried
14 april 2026 · 1 uur 9 min
Anj Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI investments. He serves on the boards of Mistral, Black Forest Labs, Sesame, LMArena, OpenRouter, Luma AI and Periodic Labs and is an early angel in ElevenLabs among others. Prior to that, Anj was the cofounder/CEO of Ubiquity6 (acquired by Discord) and a partner at Kleiner Perkins. Lees meer
AGENDA:
04:00 Why the "Scaling Laws are Dead" rumor is dangerously wrong
05:30 The 4 bottlenecks stopping us from reaching Super Intelligence
11:30 Where will the actual value accrue in an AI-dominated world?
12:00 Why Europe is building a "Sovereign Stack" to escape US dominance
15:00 Inside the brutal early days of Anthropic and the 21 VCs who said "No"
19:30 Why the most successful AI startups are ditching the "Profit-First" motive
34:30 The 1885 Industrial Revolution: Why we have a "GPU Wastage" bubble
38:00 Is the CCP actually winning the full-stack AI systems race?
43:30 Monopoly Mafias: Will model providers eventually kill the App Layer?
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20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina
11 april 2026 · 1 uur 25 min
Carles Reina is VP of Sales at ElevenLabs, where he was the first investor and fourth employee. Carles has scaled the revenue org from Day 1 to over $350M in just 3 years. Carles is also an active investor with investments in ElevenLabs, Revolut, Happy Robot and more. Lees meer
AGENDA:
00:00 - Is the Traditional CRO Dead in the Age of AI?
01:01 - Building the AI Sales Machine: Agents that Actually Generate Revenue
08:35 - Will AI Shrink the Sales Teams of the Future?
09:51 - The ElevenLabs Masterclass: Why We Set a 20x Sales Quota
11:00 - How to Structure Explosive Sales Accelerators
12:15 - Why You Should Stop Paying Commission on Pilots
14:00 - Customer Success: Is it 'Total Bullshit' or a Growth Engine?
16:15 - The 'Global-First' Fallacy: Why You Need to Open Every Market Now
17:23 - Why Startups Are Wrong to Ignore 20-Year Sales Veterans
19:15 - The Pipeline Construction Secret: Liquidity vs. Whales
24:30 - Forecasting the Unpredictable: How to Hit a $1B Revenue Target
31:55 - The Substitution Threat: Is AI Voice Just a Commodity?
34:10 - Verticalization Mistakes: Lessons from Scaling India
38:40 - The 'IBM Effect': Does Brand Actually Shorten Sales Cycles?
40:15 - Extreme Expectations: Why ElevenLabs is a Hard Company to Work For
42:15 - Internal Leaderboards: How to Use Public Competition to Drive Results
44:20 - Hunting the Obsessed: Identifying the 'Inner Psychopath' in Hires
46:40 - The SaaS Apocalypse: Will Companies Build Their Own CRM?
48:30 - Formula 1 Branding: The Mindset Behind the Audi-Revolut Deal
50:15 - Dinner vs. Conferences: Which Marketing Channels Actually Scale?
52:45 - Designing Un-Salesy Content: How to Run a Legendary Summit
54:20 - CVC Strategy: Turning Corporate Investors into Distribution Channels
01:01:45 - The Globalization Nightmare: Why You Can't Sell in English Everywhere
01:06:45 - Operator-Investors: Can You Be a High-Performer and a VC Simultaneously?
01:11:30 - Unit Economics in AI: Why Good Early Numbers Migh…
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20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
9 april 2026 · 1 uur 27 min
AGENDA: Lees meer
03:59 — Anthropic Surpasses OpenAI in Revenue
12:43 — OpenAI Management Reboot
18:24 — OpenAI Buys TBPN
29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation
37:21 — Doug Leone Returns to Sequoia Capital
41:14 — YC Kicks Out Delve
45:21 — The Rise of Open Router
57:59 — Supabase Targeting $10B Valuation
01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward
01:17:25 — The $1.8B Two-Person Company
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20VC: DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution | Why LLMs Will Not Commoditise & We Have Not Hit Scaling Laws | Bottlenecks in AI & The Energy Crisis Caused By AI | Whether AI Will Do More to Harm or Help Inequality
7 april 2026 · 36 min
Demis Hassabis is the Co-Founder & CEO of Google DeepMind - working on AGI, responsible for AI breakthroughs such as AlphaGo, the first program to beat the world champion at the game of Go; and AlphaFold, which cracked the 50-year grand challenge of protein structure prediction and was recognised with the 2024 Nobel Prize in Chemistry. Demis is revolutionising drug discovery at Isomorphic Labs. Ultimately, trying to understand the fundamental nature of reality. Lees meer
AGENDA:
00:04:00 — What Actually Counts as AGI; and Where Are We Today?
00:05:00 — What Are the Biggest Bottlenecks Holding AI Back Today?
00:06:00 — Have We Hit the Limits of Scaling Laws?
00:07:00 — Where Is AI Ahead of Expectations; and What's Still Missing?
00:07:30 — Why Can't AI Systems Learn Continuously Like Humans?
00:08:30 — How Did DeepMind Go from Behind to Leading the Pack?
00:11:00 — Are We Heading Toward Model Commoditization; or Winner-Takes-All?
00:12:00 — What Does the Future of Open Source Really Look Like?
00:13:00 — What Does a Post LLM World Look Like?
00:14:45 — Can AI Really Fix Drug Discovery—and Cut the 10-Year Timeline?
00:17:00 — What Does "Good" AI Regulation Actually Look Like?
00:18:00 — Who Should Be the Ultimate Arbiter of Truth in an AI World?
00:19:30 — If Demis Had One Shot to Fix AI Safety, What Would He Do?
00:21:00 — Is This Time Different for Jobs; or Will History Repeat Itself?
00:22:00 — Is AGI Bigger Than the Industrial Revolution; and Faster?
00:23:00 — Are We Underestimating AI Despite All the Hype?
00:23:30 — Does AI Lead to Massive Inequality; or Universal Prosperity?
00:24:30 — How Do We Solve the Energy Crisis Created by AI?
00:26:00 — Why Stay in the UK Instead of Moving to Silicon Valley?
00:28:00 — Will Europe Ever Build a Trillion-Dollar Tech Giant?
00:29:30 — Meeting Elon Musk for the First Time?
00:31:00 — What Big Questions About AI Is No One Talking About?
00:31:30 — What Does Demis Want His Legacy to Be?
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20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum
4 april 2026 · 59 min
Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international competitor, Eucalyptus for $1.5BN. Lees meer
AGENDA:
00:00 — Why Being Public Is Better Than Private
02:50 — My Advice to The Collisons on Taking Stripe Public
07:15 — How to Hire for the Most Gritty People: The Test
10:55 — How AI Will Reshape All of Customer Acquisition
15:30 — What Did Hims Do That Andrew Wishes They Had Not Done
20:15 — What is the Least Profitable but Most Important Hims Product
27:10 — The $1.5BN Acquisition: Why Hims Bought Their Biggest Global Competitor
33:45 — Why Brand Marketing Beats Performance Marketing
39:40 — The Future of Prevention: Why Your Next Blood Test Should Be Free
46:50 — Disrupting the PBMs: How We Are Breaking the Corrupt US Healthcare System
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20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?
2 april 2026 · 1 uur 10 min
AGENDA: Lees meer
00:00 — Anthropic's Monster Month: 6 Billion in February Revenue
04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters
11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?
14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting
34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation
49:50 — Epic Games Layoffs: The Reality of the Attention Economy
52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal
59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California
01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat
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20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann
30 maart 2026 · 1 uur 12 min
Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb, Coinbase, Anduril and many more. Marc is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the Mosaic internet browser and co-founded Netscape (sold to AOL for $4.2 billion). He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. Lees meer
AGENDA:
05:00 — Why Introspection is Overrated: The Dangers of Learning from the Past
08:00 — The One Trait Marc Andreessen Looks For in Every Founder
14:30 — Are the Best Founders Broken? What Makes the Best Founders?
16:00 — "Extreme Ownership": Why Everything Being Your Fault Changes Everything
19:00 — "Do You Read the Comments?" Fame, Criticism & How to Deal with Haters
26:00 — Is Venture Now Go Big or Go Home? The Real Future of VC
30:00 — Does Price Matter Anymore? The Dangerous Truth About Valuations
33:00 — "Stop Chasing Diamonds in the Rough": Why Most VCs Get This Completely Wrong
36:00 — Do You Actually Need to Like Founders? The Uncomfortable Answer
40:00 — Are Companies 75% Overstaffed? The Most Controversial Take on Hiring
45:00 — When Will a16z Go Public?
50:00 — Why Labour Displacement Theory Around AI is Totally Wrong
55:00 — Why Silicon Valley Is More Dominant Than Ever?
01:00:00 — Why a16z Invested $300M into Adam Neumann
01:05:00 — What Still Drives Marc Andreesen?
01:10:00 — What is the Biggest Mistakes VCs Still Make Today?
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20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
28 maart 2026 · 53 min
Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands and Cyera, leading to multiple 10x+ funds. He has the only remaining monopoly in venture; cyber security in Israel. If it is good, Gili sees it, it is that simple. Lees meer
AGENDA:
00:00 — Does the Venture Business Even Work Anymore?
05:58 — The Insane Rise of $150M Seed Rounds!
08:58 — Will Mega Funds Ever Actually Return Venture Economics?
11:13 — How Do You Value Companies Growing at Impossible Speeds?
14:50 — The Truth About Growth: Why Most Companies Eventually Plateau
18:50 — Do Margins Still Matter in the Age of AI?
24:32 — How To Make Mega Money in the World of Secondaries
28:11 — What Are Core Misalignments Between GPs and LPs That No One Discusses?
37:57 — Quick Fire: Best Investment, Most Memorable Founder, Investing Icon
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20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
26 maart 2026 · 1 uur 18 min
AGENDA: Lees meer
05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?
07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility?
18:00 — SpaceX at $2 Trillion: Elon's Insane Plan to Build Data Centers in Space
29:00 — Jeff Bezos' $100 Billion Fund: The End of "Doing It the Hard Way"
34:00 — The $20 Billion "Acqui-hire": The Groq Deal Broken Down
40:40 — Figma's Death Spiral? Why the Markets Are Terrified of AI Disruption
56:00 — The Broken VC Math: Why You Need $1BN To Do Series A
01:04:00 — Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"
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20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril
23 maart 2026 · 54 min
Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US military. Prior to Anduril, Matt served as Chief Revenue Officer for Zipline. Before Zipline, Matt held several leadership positions at Palantir. Lees meer
AGENDA:
3:45 — Anduril's $20BN Army Contract Broken Down
6:30 — What Do Most Defense Founders Get Completely Wrong?
9:15 — Can You Build a Billion-Dollar Defense Company Without the US?
12:05 — Why Government Contracts Are Brutal (And Why Most Fail)
15:40 — How Does Anduril Predict Wars 5–10 Years Before They Happen?
18:20 — Why Cyber Warfare Is the Most Dangerous Battlefield No One Understands
23:50 — Why There Will Only Be ONE Winning Drone Company
28:10 — How Anduril Decides Where to Deploy $100M+ Product Bets
35:20 — What Would Anduril Buy If They Had an Unlimited Checkbook?
41:10 — Why Anduril Must Go Public
45:00 — Quickfire: The Future of War, VC Mistakes & Career Advice
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20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma
21 maart 2026 · 1 uur 3 min
Shaunt Voskanian is the CRO @ Figma, where he has scaled the sales machine to over $1BN in ARR and over 400 people. Prior to Figma, Shaunt was Senior VP of Global Sales at Datadog where he scaled the revenue org to $1BN in ARR. Lees meer
AGENDA:
04:33 - Are Great Sales Leaders Born or Trained?
06:55 - In a world of PLG, is sales less important than ever?
11:51 - Why does Shaunt not believe in traditional customer success teams?
14:31 - Does the role of the SDR survive in two years' time?
19:19 - When is the right time for sales to intercept in a PLG motion?
21:43 - How to Set Sales Quotas in a PLG AI Sales World?
31:19 - How has what you look for in sales hires changed over time?
42:54 - How do you judge sales performance if not on quota?
54:49 - Quick fire: Outdated sales tactic, What Role Dies, Best Sales AI Tool
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20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
19 maart 2026 · 1 uur 15 min
AGENDA: Lees meer
04:02 NVIDIA's GTC: What You Need to Know
11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600
21:42 How to Test AI Fluency in Employees
30:59 Anduril Lands $20BN Army Contract
46:46 Travis Kalanick Returns With Atoms
49:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company?
56:03 When is it Right to Replace Founders
01:04:24 Adobe CEO Exit Shock
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20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
16 maart 2026 · 1 uur 18 min
Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the world. Today he serves as a Board Director at three public companies: Coinbase, Pinterest and The Trade Desk. Prior to Marathon (his firm), Gokul served on the executive team at DoorDash and Block. Before Block, he served as Product Director of Ads at Facebook. Earlier in his career, Gokul served as a Product Management Director for Google AdSense. Gokul is also a prolific angel investor, having invested in 700+ companies, including Airtable, Figma, Groq, Runway, Supabase, and Vercel. Lees meer
AGENDA:
03:53 — Investing Lessons from Google, Doordash and Facebook
05:32 — Why Mark Zuckerberg is the Greatest Distribution Genius Alive
07:23 — Why Every Company Today Needs to be Multi-Product
09:16 — Negative Gross Margins: Are the Best Companies Actually Built on "Shit" Economics?
10:50 — The SaaS Apocalypse: Is the Entire Sector Going to Zero?
12:15 — The 8 Moats of Enduring Software Companies: How to Analyse Companies
14:50 — Why Brand is No Longer a Strong Moat (And What Replaced It)
16:13 — Salesforce vs. Atlassian: Which Systems of Record are Dying?
18:13 — Outcome-Based Pricing: Is This the Total Death of Seat Pricing?
20:16 — The Bolt-On AI Trap: Why Rebuilding Your Entire UX is Non-Negotiable
23:44 — Are the Outcome Sizes of Vertical SaaS Large Enough for VC Today?
28:16 — The Zombie Cohort: What Happens to Private Companies with High Valuations?
32:44 — Is "King Making" Complete Bullshit?
34:21 — Durability Over Margins: What Really Matters in a 100x Growth World
35:36 — The Non-Consumption Miracle: Why Granola and Gamma are Crushing It
38:50 — The PayPal Rule: Can You Raise Prices 5 Times in 3 Years?
42:47 — My Biggest Miss: How I Misread the Shopify Billion-Dollar Mark
45:18 — The Courage to Bet: Why Instacart is the Best VC Deal Ever
46:33 — Seed vs. Growth Pricing: When Does Price Actually Dest…
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20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna
14 maart 2026 · 1 uur 9 min
Elena Verna is the Head of Growth at Lovable, one of the fastest growing companies in the world having hit $400M in ARR in just 18 months. Prior to Lovable, Elena was Head of Growth at both Dropbox and Miro. Lees meer
AGENDA:
00:00 – Why "Growth Is Now a Trust Problem" (Not a Marketing Problem)
06:10 – Is SEO Dying Because of AI Search?
07:00 – Did Lovable's Growth Come From the Founder's Personal Brand?
08:30 – Why Every Founder Should Push Employees to Be Marketers?
13:10 – Why Every Employee at Lovable Ships Code (Even Marketing)
21:20 – Why Paid Marketing in Year One Is a "Death Trap"
31:50 – Why Annual Subscriptions Are the Wrong Monetization Model for AI
37:00 – If Elena Had an Unlimited Marketing Budget, What Would She Do?
48:00 – How Lovable Does Product Launches
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20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead
12 maart 2026 · 1 uur 14 min
AGENDA: Lees meer
00:00 - ANTHROPIC VS. THE PENTAGON: The Billion Dollar Supply Chain War
07:11 - B2B PANIC: Why Leading Companies Are Losing Deals to OpenAI
12:19 - THE ANTHROPIC ENDGAME: Will Claude Eclipse ChatGPT?
17:39 - THE DATA CENTER ARMS RACE: Is the AI Hype Cycle Finally Dead?
24:43 - 24/7 PERSISTENT AI: Why You'll Soon Need Data Centers in Space
30:37 - THE DEATH OF THE JUNIOR: Why Entry-Level Jobs are Vanishing
41:55 - AGENT-LED GROWTH: The Secret Reason Startups are Exploding in 2026
46:58 - THE ERA OF GENTLE DECELERATION IS DEAD: Public Markets Turn Brutal
55:54 - FIGMA MAKE IS TERRIBLE? The Failure of Quarterly Software Releases
01:00:54 - THE ULTIMATE STOCK PICKS: What to Buy and Sell Right Now
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20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements
9 maart 2026 · 1 uur 3 min
Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. Lees meer
AGENDA:
03:38 Where is True Alpha and Value in a World of AI
05:10 Why it is Total BS that Cursor is Dead
07:55 Why Cursor Were Not Wrong to Build Their Own Models
09:38 What is the Upside When Investing in Cursor at $27BN?
15:12 Do Sub $10BN Outcomes Even Matter to a Fund the Size of Accel?
17:07 Losing ServiceTitan: Investing Lesson Learned…
19:55 Missing Rippling: What We Learned
27:20 What is Accel's Win Rate
30:22 How VCs Approach Ownership Has Changed
35:09 Does Miles Feel Happier or Sadder to be an Anthropic Investor Post Pentagon Debacle
36:45 What Happens to Companies Like Miro and Snyk with High Prices to Live Upto?
38:05 Why it is a Great Time to Be Thoma Bravo and Vista
38:36 Why Founder-Led Companies Are Always Better
41:12 Why Would Any Founder Go Public Today
43:48 When is the Right Time to Take Chips Off The Table?
45:24 Should VC Firms Have Evergreen Funds and Be Responsible for Public Positions
50:28 You Can Pick Any VC to Join Accel, Who Does Miles Choose…