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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

Daniel Dines is one of the greatest European founders of the last decade. As the Co-Founder of UiPath, he has scaled the business to a market cap high of $ 44BN in 2021, with the company now generating $1.72BN in revenue, growing 15% year-on-year. The company raised $2BN before its IPO, backed by Sequoia, Accel, CapitalG, Coatue and Kleiner Perkins. 
 

 
AGENDA: 
 
05:00 Why Dario is Wrong About Millions of AI Einsteins?
 13:00 Is AI Safety Becoming an Excuse to Kill Open Source?
 21:00 Does UiPath Really Need 4,000 Employees?
 28:00 Would You Help Train the AI That Could Replace You?
 32:00 What Percent of Salary Spend Does Daniel Spend on Inference?
 34:00 Can You Really Vibe Code Your Way Out of Paying for Software?
 37:00 Why Would Anyone Take Their Company Public Today?
 39:00 Could an OpenAI–Anthropic Duopoly Break Nvidia's Business?
 45:00 Will AI Models Capture the Value—or Will the Apps?
 49:00 Is Fireworks Still Undervalued at $15 Billion?
 56:00 Has Europe Already Lost—and Should Founders Leave?
 1:03:00 What Could Kill UiPath—and How Is AI Changing the CEO's Job?
 1:06:00 60 Supplements a Day: How Far Would You Go to Live Longer?

20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath

Thomas Sohmers is the co-founder and chairman of Positron AI, building chips to make running AI dramatically cheaper and more energy-efficient. The company recently announced an $875 million Series C at a $5 billion valuation, backed by investors including Gavin Baker's Atreides Management, NEA, Valor Equity Partners and Netscape co-founder Jim Clark.
 
AGENDA:
 
04:30 Why Does AI Inference Need Different Hardware from Training?
 
10:25 What Is Nobody Telling You About AI's Token Economics?
 
13:10 Should We Really Slow Down the AI Frontier?
 
16:55 What Happens If America Slows Down—and China Doesn't?
 
19:30 Should We Restrict China's Access to AI Chips?
 
20:15 Why Aren't Zuckerberg and Jensen Backing an AI Slowdown?
 
21:25 Are We Being Misled About Data Centers?
 
23:25 Can the West Beat China While Drowning in Regulation?
 
26:20 How Many Planned Data Centers Will Actually Get Built?
 
27:15 Data Centers in Space: Real Opportunity or Elon Hype?
 
28:10 Is Energy AI's Biggest Bottleneck?
 
29:55 Could the Debt Boom Derail AI?
 
31:25 What Is KV Caching—and Why Does It Change AI Economics?
 
35:25 Does Compressing AI's Memory Make It Less Intelligent?
 
41:05 How Do We Solve AI's Exploding Memory Demands?
 
43:45 Will Every Company Own Its Own AI Model?
 
47:10 Why Bet on Ever-Bigger Models?
 
48:20 If We Already Have AGI, What Comes Next?
 
53:25 What Happens When Every AI Lab Builds Its Own Chips?
 
57:30 If DeepSeek Can Slash Costs with Software, Why Build New Hardware?
 
59:50 How Cheap Will AI Tokens Be by 2028?
 
1:03:15 What Would Be the First Warning Sign of an AI Bust?
 
1:03:55 Could Open Models Break OpenAI and Anthropic's Growth?
 
1:05:55 Could Mercor and Surge Become $200 Billion Companies?

20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron

AGENDA:
 
03:40 Dario Calls to "Pace the Frontier"
 11:30 Why the Fed Will Raid Anthropic if Needed 
 21:50 Meta Launches Muse to Take On Instinct
 28:30 Instinct Raising $1BN at $10BN—Would You Invest?
 39:55 Miro Sells for $1.35BN After a $17.5BN Valuation
 47:45 Could Sam Bankman-Fried Win His Freedom?
 51:25 WordPress Power Struggle: Matt Mullenweg Ousted, Then Returns
 1:01:20 Mistral Raises €3BN in Europe's Biggest-Ever Tech Round
 1:05:00 Adobe's New CEO & Canva's Slowing Growth: SaaS Giants Under Pressure

20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer at Baylor University, overseeing its $2.6BN endowment. Before joining Baylor in 2011, he was a senior portfolio manager at several Chicago hedge funds, investing across corporate securities, distressed debt and public and private energy.
 
AGENDA:
 
04:00 The Portfolio Construction of a $2.6 Billion University Endowment?
 
09:00 Why We Spend More Time on Porfolio Construction Than Manager Selection?
 
14:00 Should LPs Back VC's Biggest Names or Find the Next Breakout Manager?
 
21:00 How Baylor Made Millions in the SaaSpocalypse?
 
26:00 Are Public Markets a Casino or Are Private Valuations the Real Fiction?
 
34:00 How Do You Buy a Market Crash Without Catching a Falling Knife?
 
49:00 Would You Fire a Fund Manager Who's Making You Money?
 
57:00 Could the Backlash Against Data Centres Derail the AI Boom?
 
01:02:00 Which Asset Class Is Overhyped—and Where Is the Next Big Opportunity?

20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

AGENDA: 
 
04:30 How Do You Hire Exceptional People in the AI Era?
 08:00 What Actually Works in Growth—and Why Can't You Trust Meta's Numbers?
 17:00 How to Run Hundreds of Millions in Marketing with Zero Employees 
 19:30 "Our Engineers Stopped Coding": What Stack Does Eight Sleep Use?
 24:00 Is China Leaving the Rest of the World Behind?
 35:00 How Do You Turn Superstar Athletes into Investors and Brand Ambassadors?
 43:00 What Happens When Your Co-Founder Is Also Your Wife?
 51:30 Should You Match Anthropic's Salaries—or Let Your Best People Leave?
 59:30 Will Children Born Today Ever Need to Work?
 01:05:00 What Drives You to Succeed—and Why Can't You Ever Switch Off?

20VC: 7 Predictions for How AI Changes the World: Labour, Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep

AGENDA: 
 
00:00 Jensen Huang Declares AGI Has Arrived
 04:05 Instinct and GrokBot Ignite the AI Assistant War
 13:32 OpenAI's GPT Astra Redefines What AGI Means
 26:00 GPT Astra and Fable 5.1 Accelerate the Model Race
 30:38 OpenAI's Chief Scientist Calls for Enforced AI Safety Limits
 40:50 Tesla Launches Cybercabs as Travis Kalanick Returns to Robotaxis
 45:55 Index Pulls Out of Town Deal Following Instinct Conflict
 49:45 Anthropic Abandons $6BN Descartes Acquisition After Due Diligence
 56:18 Robinhood Earns First Underwriting Role in Oura IPO
 01:00:28 Wonderful Doubles to $5BN and Approves $170M in Secondaries
 01:09:02 Thinking Machines Targets $40BN Valuation in $6BN Funding Round

20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

Jean-Denis "JD" Grèze is the Co-Founder and CEO of Town, the AI work assistant reportedly in talks to raise funding at a $1BN valuation. Before founding Town, JD spent seven years as CTO of Plaid. Before Plaid, he was Director of Engineering at Dropbox. He is also a prolific angel investor backing companies including Modal, BaseTen, Merge and NexHealth.
 
AGENDA:
 
00:00 Why AI Assistants Are Silicon Valley's Hottest Market
 07:00 How Does Town Compete With Grokbot, Instinct and Big Tech?
 11:00 Will We Have One AI Agent or Different Agents for Every Part of Our Lives?
 17:00 How Many Mistakes Can AI Agents Make Before We Stop Trusting Them?
 20:00 How Does Town Choose the Best Models Without Destroying Its Margins?
 29:00 Is the AI Assistant Market Already Too Crowded?
 37:00 Can Apple Win the Agent Race—and Are We Entering a Cybersecurity Nightmare?
 41:00 What Does a Successful Town User Look Like—and Which Pricing Tier Makes Money?
 47:00 What Will AI Agents Be Able to Do in Three Years That They Cannot Do Today?
 54:00 Is the Skepticism Around Billion-Dollar AI Assistant Companies Justified?
 58:00 What Needs to Happen for Town to Become a $100BN Company?
 1:02:00 How Has AI Changed Hiring—and Why Does Town Spend $75K Per Engineer on AI Tools?
 1:06:00 What Is JD Most Excited About Over the Next Decade?

20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

Cliff Weitzman is the co-founder and CEO of Speechify, the world's leading AI voice and text-to-speech platform, used by more than 60 million people globally. Diagnosed with dyslexia as a child, Cliff first built Speechify at Brown University to help him consume written material through audio. 
 
AGENDA: 
 
00:00 Cliff Weitzman Reveals His Biggest-Ever Strategic Mistake
 03:08 Why Speechify Is Paying Millions to Build Their Own Data Centres
 09:59 What No One Knows About Buying Chips That Everyone Should Know?
 20:19 The AI Data Gold Rush Has a Brutal Business-Model Problem
 23:42 How ElevenLabs Leapfrogged Speechify—and Why It Was Cliff's Fault
 31:00 The $15M AI Talent War: Can Startups Still Compete for the Best Talent?
 36:57 The New 10X Engineer: Ten Killer Decisions Every Day
 46:12 The Voice-AI Bloodbath: Who Survives Commoditisation?
 53:21 The Screen Is Dying—and Voice Will Replace It
 57:58 How Cliff Plans to Use AI to Cure His Brother's Disease

20VC: How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify

AGENDA: 
 
00:00 Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal
 13:52 OpenAI cuts off Cursor as the Altman–Musk feud escalates
 17:40 OpenAI's 1,000-agent cyberattack triggers an industry wake-up call
 22:58 Instinct hits $2.5B valuation as AI assistants gain spending power
 36:39 Cognition targets $1.6B ARR as the coding-agent market explodes
 40:31 AI forces every startup to become a compound company—or get left behind
 52:42 Salesforce embraces Claude and outcome-based pricing in major AI reset
 1:00:52 Stripe–PayPal deal collapses as both sides clash over price
 1:02:31 Clay hits $7B and Linear reaches $100M ARR as agents choose their tools
 1:11:52 Texas pauses Flock cameras as police-surveillance backlash grows

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

Aaron Katz is the Co-Founder and CEO of ClickHouse, the real-time analytics database powering companies including OpenAI, Anthropic, Tesla and Microsoft. ClickHouse just surpassed $350M in ARR and raised over $1B from investors including Dragoneer, Khosla Ventures, Coatue, 20VC and Benchmark. Previously, Aaron was CRO at Elastic, where he helped scale revenue from approximately $5M to $500M and led the company through its IPO. Before Elastic, he spent 12 years at Salesforce, working alongside Marc Benioff and helping transform it from a 200-person startup into a global software giant.
 
AGENDA:
 
4:05 Are we in an AI bubble?
 13:40 How does software change when agents—not humans—make buying decisions?
 22:28 Will 90% of tokens flow through open models; can enterprises trust them?
 31:09 Why did ClickHouse sponsor Fulham; and could sports teams become $20B assets?
 35:49 When will ClickHouse hit $1B ARR? 
 38:31 Can startups still win elite talent from OpenAI? Biggest remote work mistake?
 44:54 Is zero-to-$100M ARR now table stakes; or is durable growth what matters?
 48:51 Is college still worth it; which jobs will survive AI?
 57:58 When will ClickHouse go public; and why not next year?

20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse

Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium.
 
AGENDA:
 
00:05 – 00:10: How Vibe Coding is Going to Kill Salesforce and SaaS
 

 
00:13 – 00:15: Do Vibe Coding platforms have any defensibility?
 

 
00:22 – 00:24: I am not worried about Replit and Lovable, I am worried about Google…
 

 
00:28 – 00:29: Margins do not matter, the price of the models will go to zero
 

 
00:31 – 00:32: Speed to copy has never been lower; has the technical moat been eroded?
 

 
00:47 – 00:48: How does Base44 beat Cursor?
 

 
00:56 – 00:57: Do not pay attention to competition: focus on your business
 

 
00:57 – 00:58: How Base44 is helped, not hurt by not being in Silicon Valley?
 

 
00:58 – 00:59: What percent of code will be written by AI in 12 months?
 

 
01:01 – 01:02: OpenAI or Anthropic: Why Maor is Long Anthropic?
 

 
01:03 – 01:04: If I could have any board member in the world it would be Jack Dorsey

The Twenty Minute VC

20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?

20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?

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