Open
Podcast cover
Harry Stebbings · Business

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

Episode cover

20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down

18 Sep 2025
1h 24m
AI processed

This episode of 20VC features Harry Stebbings, Jason Lemkin, and Rory O'Driscoll, along with Kaz, the new CEO of OpenDoor, in his first interview. The discussion covers Kaz's move from Shopify to OpenDoor, his vision for the company, and his compensation structure. The panel also analyzes OpenAI's relationship with Mic...

Episode cover

20VC: Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World | How to Think About Margins and Revenue Sustainability in AI | Why Evaluation Benchmarks in AI are BS Today with Brendan Foody

15 Sep 2025
1h 1m
AI processed

In this episode of 20VC, Harry Stebbings interviews Brendan Foody, co-founder and CEO of Mercor, a company experiencing rapid revenue growth. Brendan discusses his early entrepreneurial ventures, his decision to forgo traditional college, and Mercor's unique approach to providing high-caliber data for AI model training...

Episode cover

20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong

12 Sep 2025
1h 6m
AI processed

In this episode of 20 Sales, Harry Stebbings interviews Amit Bendov, CEO of Gong, about his journey in building the AI sales platform. Amit shares insights on the initial vision behind Gong, which challenged the traditional view of CRM as the single source of truth, and how AI can revolutionize sales by automating task...

Episode cover

20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral at $14BN Valuation

11 Sep 2025
1h 27m
AI processed

In this episode of 20VC, Harry Stebbings hosts Rory O'Driscoll, Jason Lemkin, and Jeff Lawson to discuss current events in venture capital and the tech industry. The panel analyzes Elon Musk's compensation package, debates whether founder-CEOs are becoming mercenaries, and examines recent deals, including Ramp's ARR, B...

Episode cover

20VC: ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup | The Real Cost of AI from Talent to Data Centres | How US VCs are in a Different League to Europeans | The Future of Foundation Models with Mati Staniszewski

08 Sep 2025
1h 14m
AI processed

In this episode of 20VC, Harry Stebbings interviews Mati Staniszewski, the co-founder of ElevenLabs, a fast-growing AI company. Mati discusses ElevenLabs' rapid growth, achieving $100M ARR in 20 months and $200M ARR in the following 10 months, and reveals their largest contract is around $2M. He shares insights into th...

Episode cover

20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader

05 Sep 2025
1h 10m
AI processed

In this episode of 20 Growth, Harry Stebbings interviews Alex Schultz, CMO at Meta, about the future of marketing in the age of AI, channel spend, and content strategy. They discuss the importance of a clear North Star for companies, especially pre-product market fit, and the critical role of retention. Alex shares ins...

Episode cover

20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

04 Sep 2025
1h 14m
AI processed

This episode of 20VC features Harry Stebbings, Rory O'Driscoll, Jason Lemkin, and Cliff Obrecht from Canva discussing a range of topics including Anthropic's recent funding round, OpenAI's acquisition of Statsig, NVIDIA's financial results, and the performance of B2B SaaS companies. They analyze valuation multiples, th...

Episode cover

20VC: Cohere Founder on How Cohere Compete with OpenAI and Anthropic $BNs | Why Counties Should Fund Their Own Models & the Need for Model Sovereignty | How Sam Altman Has Done a Disservice to AI with Nick Frosst

01 Sep 2025
1h 7m
AI processed

In this episode of 20VC, Harry Stebbings interviews Nick Frosst, co-founder of Cohere, an enterprise-focused LLM company. Frosst discusses Cohere's focus on enterprise solutions, training models for workplace augmentation rather than consumer engagement. He touches on the importance of data quality, the limitations of ...

Episode cover

20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi

29 Aug 2025
53m
AI processed

In this episode of 20 Product, Harry Stebbings interviews Jason James, co-founder of Tezi, about product management and company building. Jason shares key lessons from his experiences at Instacart and Thumbtack, emphasizing the importance of new capabilities over constant A/B testing and acting on common sense even wit...

Episode cover

20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff

28 Aug 2025
1h 11m
AI processed

The 20VC podcast episode features Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discussing various tech and business news, including Marc Benioff's views on AI, Meta's AI investments and organizational structure, and the AI market's potential cooling. They analyze Anthropic's funding, Klarna's IPO, and Andreessen ...

Episode cover

20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter

25 Aug 2025
1h 21m
AI processed

Harry Stebbings interviews Byron Deeter, a SaaS and cloud investor, about the current AI landscape, its differences from the SaaS revolution, and investment strategies. They discuss the pace of innovation, margin importance, capital expenditure, and dilution in AI businesses. Byron expresses optimism about AI's potenti...

Episode cover

20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker

21 Aug 2025
1h 27m
AI processed

In a holiday edition of the 20VC podcast, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll convene from different locations to discuss current trends and valuations in the tech industry. They analyze Databricks' $100 billion valuation, comparing it to Snowflake and discussing the implications of founder-led companies...

Episode cover

20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit vs Lovable vs Bolt: What Happens

18 Aug 2025
1h 8m
AI processed

In this episode of 20VC, Harry Stebbings interviews Anton Osika, co-founder and CEO of Lovable, about Lovable's rapid growth and the future of AI-driven application development. Anton discusses the importance of talent and brand, Lovable's defensibility and unit economics, and his perspectives on model providers like O...

Episode cover

20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand

14 Aug 2025
1h 20m
AI processed

In this episode of 20VC, Harry Stebbings interviews Max Junestrand, the co-founder and CEO of Legora, an AI-powered legal collaboration platform. Max shares his journey from being a pro gamer and building esports betting models to disrupting the legal tech industry. He discusses Legora's early days, including joining Y...

Episode cover

20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |

14 Aug 2025
1h 22m
AI processed

In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll analyze recent earnings from Datadog, Shopify, and Palantir, discussing the impact of AI on these companies and the broader market. They debate the implications of GPT-5's release, Perplexity's potential acquisition of Chrome, and the increasin...

Episode cover

20VC: Figma, Scale, Wiz: Inside Index's Decacorn Factory | Decision-Making, Investment Process, Biggest Lessons, Biggest Misses | Why Gross Margin is a Fallacy at Seed | Never Turn Down a Deal on Price with Martin Mignot, Partner @ Index Ventures

11 Aug 2025
1h 19m
AI processed

In this episode of 20VC, Harry Stebbings interviews Martin Mignot, a partner at Index Ventures, about venture capital strategies, investment philosophies, and the nuances of evaluating startups. Mignot shares insights on the importance of playing the long game, the evolving landscape of VC firms, and the significance o...

Episode cover

20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal

08 Aug 2025
1h 6m
AI processed

Harry Stebbings interviews Peter Rahal, the founder of RXBAR and David Protein bars, discussing Rahal's entrepreneurial journey, lessons learned from building and selling RXBAR to Kellogg for $600 million, and his new venture, David. The conversation covers early customer feedback, product market fit, branding strategi...

Episode cover

20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and GPs

07 Aug 2025
1h 20m
AI processed

In this episode of 20VC, Harry Stebbings hosts Jason Lemkin, Rory O'Driscoll, and Brian Halligan to discuss recent events in the tech and venture capital world. The panel analyzes Figma's IPO mispricing, dissecting the behind-the-scenes negotiations and the roles of founders, investment banks, and long-only funds like ...

Episode cover

20Sales: $0-$3.7BN: The Databricks CRO’s Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko

04 Aug 2025
1h 15m
AI processed

In this episode of 20 Sales, Harry Stebbings interviews Ron Gabrisko, CRO of Databricks, about his experiences scaling the sales team and revenue from zero to billions. Ron shares insights on building the initial sales playbook, the importance of founder-led sales, and the transition from SMB to enterprise clients. He ...

Episode cover

20VC: Inside Carnegie Mellon's $4BN Endowment | Why 90% of LPs Shouldn't Invest in VC | The $140BN Problem with Multi-Stage Funds | The Hidden Math Behind DPI, TVPI, and Illiquidity with Miles Dieffenbach

04 Aug 2025
1h 27m
AI processed

In this episode of 20VC, Harry Stebbings interviews Miles Dieffenbach, Managing Director of Investments at Carnegie Mellon's $4 billion Endowment Fund. Miles shares his personal story of overcoming cancer and how it shaped his investment mindset. The conversation covers CMU's portfolio construction, asset allocation st...

Page 9

Follow this podcast in Podwise

Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.

Open in Podwise