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Harry Stebbings

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.

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

AGENDA:
 
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"

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

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. 
 
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.

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

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.
 
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

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

AGENDA:
 
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

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

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. 
 
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?

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

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.
 
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

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

AGENDA: 
 
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.

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

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…
 
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

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

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.
 
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?

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

AGENDA:
 
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?

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 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

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