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

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,

business investing

All Episodes

55:29

20VC: Atlassian CEO on Why Agents Won't Replace...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/12

Mike Cannon-Brookes is the Co-Founder and CEO of Atlassian, the company behind Jira, Confluence, Trello and Loom. Atlassian generated $6.5BN in ARR in 2026, and serves more than 350,000 customers, including over 85% of the Fortune 500. Today, Mike is leading its expansion into enterprise AI through Rovo and the Teamwork Graph, connecting company knowledge with AI agents. AGENDA: 03:00 Do AI Agents Turn Traditional Software Into Just Databases? 16:00 Will Enterprises Ever Trust Chinese AI Models

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01:07:59

20Sales: Inside Ramp's Sales Playbook: How to Build a...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/10

Max Freeman is SVP of Sales at Ramp. He joined the company as its first sales hire. By 2025, he was leading more than 300 salespeople, helping build Ramp's sales organisation from the ground up. Ramp's latest reported revenue exceeds $1.7BN, with a valuation of over $40BN. AGENDA: 00:00 Inside Ramp's Sales Playbook 05:00 How Do You Find Exceptional Sellers—and Why Bankers Make the Best? 18:00 How Do You Build an Outbound Machine That Scales Beyond Your SDR Team? 24:00 How Do You Shorten Sales

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01:13:22

20VC: Cognition vs Factory: Vinod Khosla Creates a...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/08

Joinin the trio today we have Dev Ittycheria, CEO @ MongoDB. AGENDA: 04:00 OpenAI Nears $70B Run Rate—Anthropic's Lead Under Threat 12:00 Factory vs Cognition: Silicon Valley's Talent War Turns Ugly 23:00 Vinod Khosla Blasts His Own Portfolio Company 25:00 Reflection Launches Beam: America Strikes Back in Open-Source AI 34:00 ElevenLabs Doubles Its Valuation to $22B 37:00 Salesforce Buys Listen Labs for $2B—Sequoia Cashes In 46:00 Vercel Hits $600M ARR as Agents Drive Half Its New Business 55:00

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01:06:36

20VC: Is Seed Investing Dead Without a $1BN Fund? |...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/05

Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association. AGENDA: 07:00 Can You Still Do Seed Without a $1 Billion Fund? 11:00 How Much of AI's Revenue Growth Is Actually Real? 19:00 When Is "Overpaying" the

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01:01:15

20VC: The Future of Datacentres: What You Need to...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/03

Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners. AGENDA: 04:40 What Does Climbing Everest Teach You About Building a Company? 17:40 What's Really Stopping Us From

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01:18:41

20VC: Instinct Raises $1B at $10B Valuation | AMD...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/10/01

AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments 10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta 25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B 39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20% 43:00 AI Startup Seeks $10B Valuation Just One Week After Seed 47:00 Modal Hits $15B Valuation as Baseten Eyes $26B 54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get 57:00 Oura Pulls IPO After

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01:09:34

20VC: $1BN ARR in 18 Months; The Untold Story of...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/28

Alex Mashrabov is the Founder and CEO of Higgsfield, the third fastest scaling company to $1BN in ARR behind OpenAI and Anthropic. Reports suggest their latest funding round could place an $8BN valuation on the company. Prior to Higgsfield, Alex sold his prior company to Snap Inc for $166M. Alex was a competitive programmer as a kid, reaching third best in the world. AGENDA: 00:00 The Programming Prodigy Who Sold to Snap for $166M 09:00 Burning $10M: The Pivot That Saved Higgsfield 12:00 A $1B

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56:50

20VC: Five Predictions for a World of Agents | The...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/26

Parag Agrawal is the Co-Founder and CEO of Parallel, building web search infrastructure for AI agents. Parallel has announced $230M in funding from Sequoia, Khosla, and First Round Capital. Previously, he was CEO of Twitter, succeeding Jack Dorsey after serving as CTO and becoming the company's first Distinguished Engineer. AGENDA: 03:00 What Breaks When Agents Search the Web 1,000x More? 07:00 Speed, Cost or Accuracy: What Do Agents Really Need? 13:00 Will Tiny Models Catch Today's Most Powerful

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01:20:34

20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/24

AGENDA: 04:35 Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom? 10:30 OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028? 12:55 Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival? 17:05 Amazon Blocks AI Shopping Agents. Shopify Welcomes Them. 24:10 ChatGPT Inventor Launches Jev. Vercel's Fastest Launch Ever. 34:15 A $40 Million Seed Round. Is Traditional Seed Investing Dead? 39:00 Menlo Sounds the AI Bubble Alarm. Harry Calls BS. 54:00 Factory Triples Its Valuation to $5 Billion

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01:11:11

20VC: Why AI Cannot Replace Humans in Enterprise |...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/21

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

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01:11:42

20VC: "Anti-Data Centres is a Chinese Psyop" | How...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/19

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

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01:15:34

20VC: Why "Pacing the Frontier" is BS | Instinct...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/17

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

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01:08:55

20VC: How LPs Allocate to Venture in 2026: What They...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/14

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

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01:15:43

20VC: 7 Predictions for How AI Changes the World:...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/12

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

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01:18:07

20VC: Jensen Huang Declares AGI Has Arrived | GPT...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/10

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

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01:10:54

20VC: The $100 Billion AI Assistant Race: Town vs...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/07

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

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01:05:13

20VC: How to Build Your Own Data Center & Why Every...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/05

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

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01:17:40

20VC: NVIDIA Crushes Quarter and Buys Hugging Face |...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/09/03

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

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01:03:37

20VC: The AI Bubble Is Wrong | AI Margins Need to...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/08/31

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

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01:29:19

20VC: Is Anthropic's Coding Business Worth $2...

The Twenty Minute VC (20VC): Venture Capital |... ·

2026/08/29

Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million Series C at a $1.5 billion valuation, from investors including Khosla Ventures, Sequoia Capital, 20VC, NEA, Blackstone, Insight Partners and Nvidia. Before founding Factory, Eno worked as a machine-learning engineer at Hugging Face, training, optimizing and deploying large language

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