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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

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

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.
 
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?

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

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. 
 
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 Might Mean Failure
 
01:18:25 - The Next Wave: Why Foundational Model Consolidation is Inevitable

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

AGENDA:
 
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

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

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.
 
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?

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

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. 
 
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

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

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

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