20VC with Harry Stebbings

Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman

The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock

Jerry Murdock, co-founder of Insight, shares his insights on the evolving landscape of AI and venture capital. He likens the current AI wave to a tsunami, emphasizing the importance of preparing for autonomous agents, which he views as the core of this technological shift. Murdock suggests that companies need to be AI-...

Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat

Insights from Coatue's Growth Investor Lucas Swisher

The breakdown of the public-private market boundary stems from AI-driven uncertainty regarding the terminal value of traditional SaaS companies. Investors now prioritize "platform companies"—entities capable of hopping multiple S-curves and addressing massive total addressable markets—over traditional SaaS metrics. Whi...

OpenAI's Codex Lead: Why Coding as We Know It is Over

The discussion centers on the transformative potential of AI in coding and beyond, questioning whether it will automate jobs or simply change their nature. Alexander Embiricos, product lead for Codex at OpenAI, argues that while AI excels at coding, this will lead to more "builders" with compressed talent stacks rather...

Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?

Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World

AI-driven operational efficiency is fundamentally reshaping enterprise software and financial services. Klarna has transitioned to an AI-native operating model, reducing its workforce by 50% while simultaneously increasing output and employee compensation. This shift highlights the declining cost of software creation a...

The Ruthless Sales Culture Behind ElevenLabs Growth | Carles Reina

Sales compensation and management strategies at ElevenLabs rely on a high-performance, high-accountability model. A core pillar is setting quotas at 20 times a representative's base salary, a standard maintained since the company's inception to ensure aggressive growth. To drive efficient upselling, both account execut...

Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?

a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?

The conversation centers on the evolving landscape of venture capital, software, and AI, questioning established beliefs around SaaS business models, defensibility, and market opportunities. Anish Acharya from Andreessen, specializing in consumer and fintech investing, challenges the over-negativity towards SaaS compan...

The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI

The podcast explores the evolving landscape of technology investment, focusing on the shift from prioritizing revenue growth to emphasizing profitability and sustainable business models. The conversation analyzes the implications of SpaceX's acquisition of x.ai, the potential rehabilitation of IPOs for AI companies lik...

Oren Zeev: 50% of Funds Will Go Out of Business & Why GPs Shouldn't Tell LPs Their Strategy

Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare

Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All?

Legora's CEO and co-founder, Max Junestrand, discusses Legora's position in the AI legal tech space and its competition with Harvey. Max emphasizes that being the first mover is less important than being the best, highlighting Legora's growth from 50 to 750 clients and a headcount increase from 30 to 300 in a year. He ...

Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing?

Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady

Winston Weinberg, CEO of Harvey, details the challenges of scaling an AI-driven legal tech company, emphasizing the transition from early-stage product-market fit to building a robust, scalable enterprise machine. A critical insight is the necessity of prioritizing infrastructure over superficial UI demos to ensure lon...

Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero?

Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture

Venture capital is undergoing a structural shift where the "middle" is disappearing, favoring either large generalist firms or small, specialized funds. Success in this environment requires identifying founders with high agency who can materialize labor, capital, and customers while demonstrating a deep understanding o...

The Brutal Truth About Hiring, Firing, and Building World-Class Sales Orgs | Chad Peets

Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026