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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

Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale. 
 
AGENDA:
 
04:00 — You just have to survive long enough to not die
 
06:00 — Did USV liking music make them billions of dollars?
 
13:58 — The three variants of an AI native company
 
15:00 — How do you know if foundation models are going to kill or help you?
 
22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move
 
41:00 — Biggest lesson from Jensen Huang at Nvidia
 
41:00 — What Founder Mode truly means
 
52:00 — What the founder of Duolingo taught me about sacrifice
 
56:37 — If I started a company again, Elad Gill would be the one investor I go to

20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

AGENDA:
 
00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers.
 
00:10:45 — Why Anthropic is buying capacity from Elon Musk.
 
00:15:35 — Anthropic's massive $200B revenue commit to Google.
 
00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents.
 
00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals. 
 
00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing.
 
00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo's data business.
 
00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap.
 
00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark.
 
00:58:30 — Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker.
 
01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?

20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets

Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company. 
 
AGENDA:
 
0:00 – How Jude Law Generated $50 Million in Qualified Pipeline
 
4:00 – Why Implementation is Your Secret Weapon to Win in AI
 
5:50 – Why AI Enterprise Sales Require "Legal Engineers"
 
7:45 – The 6-Figure Rule: When Should Humans Control Sales
 
12:55 – Is Legora Vastly Overvalued at $5.5BN? 
 
15:45 – How to do global expansion in a world of AI
 
18:00 – How to Win Supremely Competitive Markets
 
24:45 – Why Giving Your Product Away for Free is a Death Sentence
 
33:55 – Legora's Onboarding and Training Playbook for Sales Teams
 
38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days
 
46:30 – How to Structure Sales Commissions in a World of AI
 
49:40 – How to do Revenue Forecasting in a World of AI
 
1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?

20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora

Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over 60 million people and has over 1 million five-star ratings. Over 200 software and AI engineers work on Speechify which won the Apple Design award last year.
 
AGENDA: 
 
00:00 — Until You Hit $100K Do Not Spend on any Channel Other than Meta 
 
04:53 — How I hacked the college system by applying to 26 universities
 
06:33 — The "Great Guy" yearbook prank that accidentally outed me
 
08:35 — What I learned from hunting down the top 100 CEOs in the world
 
11:51 — The "Warrior" rule: Why I force my senior leaders to edit their own ads
 
13:52 — Why companies are like bodybuilders: The Bulking and Cutting cycle
 
17:34 — I test 1,000 AI-generated ads every single day
 
20:13 — How I built a custom AI ad platform in just four days
 
23:19 — The one $3,000,000 ad I filmed in a hot tub with red headphones
 
32:15 — Why we will soon spend more on AI tokens than employee salaries
 
34:55 — "I'm disappointed in you": The 1,000-credit daily AI requirement
 
36:31 — How LLMs helped me find my father's cancer when doctors couldn't
 
41:13 — Why 40% of billionaires are dyslexic—and why you should be too
 
45:41 — Why I refuse to hire anyone who has worked at Google
 
47:05 — I flew into a war zone in Ukraine just to keep one engineer
 
55:49 — Why performance reviews are a total waste of time
 
58:32 — QA is the most valuable skill in the world (and you're probably bad at it)
 
01:03:59 — Why we keep our valuation and funding a total secret
 
01:07:51 — The "Virus" Strategy: How Logan Paul hijacked the WWE
 
01:11:32 — What I learned from sleeping at Mr Beast's house for three weeks
 
01:14:15 — How we made a 36X return on Nvidia using high-leverage options
 
01:23:44 — I found the hacker who stole $200k—then I hired him
 
01:32:45 — Why I spent 11 days sleeping in a Walmart parking lot

20VC: What I Learned from 100 of the Best CEOs in the World | What I Learned from Staying with Mr Beast for 3 Weeks | How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify

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

20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets

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