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

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.

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10

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

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

<p >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. </p> <p >AGENDA: </p> <p >00:00 – Why Winning (Not Fear) Drives the Best Founders</p> <p >04:30 – When Money Stops Mattering: The Real Founder Motivation</p> <p >07:15 – $83M CEO Payday: The Truth Behind the Headlines</p> <p >10:45 – The Hidden Cost of Being a CEO: What No One Tells You</p> <p >13:00 – Down 92%: Ho...

1 hr 20 min

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2026 April 27

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

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

<p >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.</p> <p >AGENDA: </p> <p >00:00 — Why Coding Models are Hitting a Performance Plateau</p> <p >07:21 — Is Most of the Value of Replit Not Anthropic Model Quali...

46 min

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2026 April 27

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

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

<p >AGENDA: </p> <p >04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX.</p> <p >07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense.</p> <p >11:00 — 🏆 Who Won the Deal? The $60B question and why SpaceX public shareholders might be the secret losers.</p> <p >15:00 — 💰 Venture Payday: What this means for the investors and the "lock-up" reality for the founders.</p> <p >19:30 — 🚀 SpaceX as an AI Lab: Is Elon using $2 trillion in market cap to buy his way into the AI race?.</p> <p >20:30 — ⚠️ The AI Advantage: Why high-price stocks are the ultimate weapon for massive acqu...

1 hr 40 min

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2026 April 27

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

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

<p >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…</p> <p >AGENDA: </p> <p >00:00 — Why the Experts are DEAD WRONG About the US-China AI Race</p> <p >10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job</p> <p >13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years</p> <p >16:45 — Is Your SaaS Tool Actually a Valueless...

53 min

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2026 April 27

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

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

<p >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.</p> <p >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—whe...

1 hr 0 min

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2026 April 27

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

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

<p >AGENDA:</p> <p >00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release</p> <p >05:56 — Why Mythos is a Quantum Leap in Cyber Risk</p> <p >10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei</p> <p >14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?</p> <p >19:22 — Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening?</p> <p >22:28 — Claude vs. Lovable & Replit: Anthropic Moves into App Building</p> <p >25:24 — The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop</p> <p >39:51 — Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs</p> <p >44...

1 hr 26 min

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2026 April 27

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

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

<p >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.</p> <p >AGENDA:</p> <p > </p> <p >04:00 Why the "Scaling Laws are Dead" rumor is dangerously wrong</p> <p >05:30 The 4 bottlenecks stopping us from reaching Super Intelligence</p...

1 hr 8 min

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2026 April 27

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

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

<p >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.  </p> <p >AGENDA:</p> <p >00:00 - Is the Traditional CRO Dead in the Age of AI?</p> <p >01:01 - Building the AI Sales Machine: Agents that Actually Generate Revenue</p> <p >08:35 - Will AI Shrink the Sales Teams of the Future?</p> <p >09:51 - The ElevenLabs Masterclass: Why We Set a 20x Sales Qu...

1 hr 24 min

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2026 April 27

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

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

<p >AGENDA:</p> <p >03:59 — Anthropic Surpasses OpenAI in Revenue</p> <p >12:43 — OpenAI Management Reboot</p> <p >18:24 — OpenAI Buys TBPN</p> <p >29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation</p> <p >37:21 — Doug Leone Returns to Sequoia Capital</p> <p >41:14 — YC Kicks Out Delve</p> <p >45:21 — The Rise of Open Router</p> <p >57:59 — Supabase Targeting $10B Valuation</p> <p >01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward</p> <p>01:17:25 — The $1.8B Two-Person Company</p> <p> </p>

1 hr 27 min

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2026 April 27

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

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

<p >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.</p> <p >AGENDA:</p> <p >00:04:00 — What Actually Counts as AGI; and Where Are We Today?</p> <p >00:05:00 — What Are the Biggest Bottlenecks Holding AI Back Today?</p> <p >00:06:00 — Have W...

35 min

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2026 April 27

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