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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

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

AGENDA:
 
00:00 — Anthropic's Monster Month: 6 Billion in February Revenue
 
04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters
 
11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?
 
14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
 
20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
 
21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
 
27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
 
31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting
 
34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
 
41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation
 
49:50 — Epic Games Layoffs: The Reality of the Attention Economy
 
52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal
 
59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California
 
01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat

20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb, Coinbase, Anduril and many more. Marc is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the Mosaic internet browser and co-founded Netscape (sold to AOL for $4.2 billion). He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. 
 
AGENDA:
 
05:00 — Why Introspection is Overrated: The Dangers of Learning from the Past
 
08:00 — The One Trait Marc Andreessen Looks For in Every Founder
 
14:30 — Are the Best Founders Broken? What Makes the Best Founders?
 
16:00 — "Extreme Ownership": Why Everything Being Your Fault Changes Everything
 
19:00 — "Do You Read the Comments?" Fame, Criticism & How to Deal with Haters
 
26:00 — Is Venture Now Go Big or Go Home? The Real Future of VC
 
30:00 — Does Price Matter Anymore? The Dangerous Truth About Valuations
 
33:00 — "Stop Chasing Diamonds in the Rough": Why Most VCs Get This Completely Wrong
 
36:00 — Do You Actually Need to Like Founders? The Uncomfortable Answer
 
40:00 — Are Companies 75% Overstaffed? The Most Controversial Take on Hiring
 
45:00 — When Will a16z Go Public? 
 
50:00 — Why Labour Displacement Theory Around AI is Totally Wrong
 
55:00 — Why Silicon Valley Is More Dominant Than Ever?
 
01:00:00 — Why a16z Invested $300M into Adam Neumann 
 
01:05:00 — What Still Drives Marc Andreesen?
 
01:10:00 — What is the Biggest Mistakes VCs Still Make Today?

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands and Cyera, leading to multiple 10x+ funds. He has the only remaining monopoly in venture; cyber security in Israel. If it is good, Gili sees it, it is that simple. 
 
AGENDA:
 
00:00 — Does the Venture Business Even Work Anymore?
 
05:58 — The Insane Rise of $150M Seed Rounds!
 
08:58 — Will Mega Funds Ever Actually Return Venture Economics?
 
11:13 — How Do You Value Companies Growing at Impossible Speeds?
 
14:50 — The Truth About Growth: Why Most Companies Eventually Plateau
 
18:50 — Do Margins Still Matter in the Age of AI?
 
24:32 — How To Make Mega Money in the World of Secondaries
 
28:11 — What Are Core Misalignments Between GPs and LPs That No One Discusses?
 
37:57 — Quick Fire: Best Investment, Most Memorable Founder, Investing Icon

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

AGENDA:
 
05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?
 
07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility?
 
18:00 — SpaceX at $2 Trillion: Elon's Insane Plan to Build Data Centers in Space
 
29:00 — Jeff Bezos' $100 Billion Fund: The End of "Doing It the Hard Way"
 
34:00 — The $20 Billion "Acqui-hire": The Groq Deal Broken Down
 
40:40 — Figma's Death Spiral? Why the Markets Are Terrified of AI Disruption
 
56:00 — The Broken VC Math: Why You Need $1BN To Do Series A
 
01:04:00 — Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US military. Prior to Anduril, Matt served as Chief Revenue Officer for Zipline. Before Zipline, Matt held several leadership positions at Palantir.
 
AGENDA:
 
3:45 — Anduril's $20BN Army Contract Broken Down
 
6:30 — What Do Most Defense Founders Get Completely Wrong?
 
9:15 — Can You Build a Billion-Dollar Defense Company Without the US?
 
12:05 — Why Government Contracts Are Brutal (And Why Most Fail)
 
15:40 — How Does Anduril Predict Wars 5–10 Years Before They Happen?
 
18:20 — Why Cyber Warfare Is the Most Dangerous Battlefield No One Understands
 
23:50 — Why There Will Only Be ONE Winning Drone Company
 
28:10 — How Anduril Decides Where to Deploy $100M+ Product Bets
 
35:20 — What Would Anduril Buy If They Had an Unlimited Checkbook?
 
41:10 — Why Anduril Must Go Public
 
45:00 — Quickfire: The Future of War, VC Mistakes & Career Advice

20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

Shaunt Voskanian is the CRO @ Figma, where he has scaled the sales machine to over $1BN in ARR and over 400 people. Prior to Figma, Shaunt was Senior VP of Global Sales at Datadog where he scaled the revenue org to $1BN in ARR. 
 
AGENDA: 
 
04:33 - Are Great Sales Leaders Born or Trained?
 
06:55 - In a world of PLG, is sales less important than ever?
 
11:51 - Why does Shaunt not believe in traditional customer success teams?
 
14:31 - Does the role of the SDR survive in two years' time?
 
19:19 - When is the right time for sales to intercept in a PLG motion?
 
21:43 - How to Set Sales Quotas in a PLG AI Sales World?
 
31:19 - How has what you look for in sales hires changed over time?
 
42:54 - How do you judge sales performance if not on quota?
 
54:49 - Quick fire: Outdated sales tactic, What Role Dies, Best Sales AI Tool

20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

AGENDA:
 
04:02 NVIDIA's GTC: What You Need to Know
 
11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600
 
21:42 How to Test AI Fluency in Employees
 
30:59 Anduril Lands $20BN Army Contract
 
46:46 Travis Kalanick Returns With Atoms
 
49:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company?
 
56:03 When is it Right to Replace Founders
 
01:04:24 Adobe CEO Exit Shock

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the world. Today he serves as a Board Director at three public companies: Coinbase, Pinterest and The Trade Desk. Prior to Marathon (his firm), Gokul served on the executive team at DoorDash and Block. Before Block, he served as Product Director of Ads at Facebook. Earlier in his career, Gokul served as a Product Management Director for Google AdSense. Gokul is also a prolific angel investor, having invested in 700+ companies, including Airtable, Figma, Groq, Runway, Supabase, and Vercel. 
 
AGENDA:
 
03:53 — Investing Lessons from Google, Doordash and Facebook
 
05:32 — Why Mark Zuckerberg is the Greatest Distribution Genius Alive
 
07:23 — Why Every Company Today Needs to be Multi-Product
 
09:16 — Negative Gross Margins: Are the Best Companies Actually Built on "Shit" Economics?
 
10:50 — The SaaS Apocalypse: Is the Entire Sector Going to Zero?
 
12:15 — The 8 Moats of Enduring Software Companies: How to Analyse Companies
 
14:50 — Why Brand is No Longer a Strong Moat (And What Replaced It)
 
16:13 — Salesforce vs. Atlassian: Which Systems of Record are Dying?
 
18:13 — Outcome-Based Pricing: Is This the Total Death of Seat Pricing?
 
20:16 — The Bolt-On AI Trap: Why Rebuilding Your Entire UX is Non-Negotiable
 
23:44 — Are the Outcome Sizes of Vertical SaaS Large Enough for VC Today?
 
28:16 — The Zombie Cohort: What Happens to Private Companies with High Valuations?
 
32:44 — Is "King Making" Complete Bullshit?
 
34:21 — Durability Over Margins: What Really Matters in a 100x Growth World
 
35:36 — The Non-Consumption Miracle: Why Granola and Gamma are Crushing It
 
38:50 — The PayPal Rule: Can You Raise Prices 5 Times in 3 Years?
 
42:47 — My Biggest Miss: How I Misread the Shopify Billion-Dollar Mark
 
45:18 — The Courage to Bet: Why Instacart is the Best VC Deal Ever
 
46:33 — Seed vs. Growth Pricing: When Does Price Actually Destroy Returns?
 
50:53 — Does "Proprietary Founder Access" Even Exist?
 
54:33 — Double Down or Diversify? The Truth About Fund Reserves
 
59:44 — The Vanta Anti-Portfolio: A Mistake I'll Never Forget
 
01:01:21 — When to Sell: The "Sell a Third, Hold a Third, Trade a Third" Rule
 
01:04:12 — Why Remote Early-Stage Companies are Dying
 
01:07:33 — Why Mid-Level Partners are Fleeing Mega Funds
 
01:09:47 — The Best CEO Superpowers: Larry, Mark, Jack, and Tony
 
01:12:33 — The Next 10 Years: Why Dropouts are "AI Maxing" the World

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

Elena Verna is the Head of Growth at Lovable, one of the fastest growing companies in the world having hit $400M in ARR in just 18 months. Prior to Lovable, Elena was Head of Growth at both Dropbox and Miro. 
 
AGENDA:
 
00:00 – Why "Growth Is Now a Trust Problem" (Not a Marketing Problem)
 
06:10 – Is SEO Dying Because of AI Search?
 
07:00 – Did Lovable's Growth Come From the Founder's Personal Brand?
 
08:30 – Why Every Founder Should Push Employees to Be Marketers?
 
13:10 – Why Every Employee at Lovable Ships Code (Even Marketing)
 
21:20 – Why Paid Marketing in Year One Is a "Death Trap"
 
31:50 – Why Annual Subscriptions Are the Wrong Monetization Model for AI
 
37:00 – If Elena Had an Unlimited Marketing Budget, What Would She Do?
 
48:00 – How Lovable Does Product Launches

20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

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