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, resources and more.
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.
Episodes
Mentioned books
404 snips
Apr 18, 2026 • 1h
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
Geoffrey Wu, Anti Fund co-founder and former Goldman Sachs and Point72 investor, joins Jake Paul, creator, boxer, and entrepreneur. They dive into why attention may beat capital, Jake’s sprawling business empire, polarizing publicity, boxing paydays, AI’s impact on work, and whether politics could be in Jake’s future.
595 snips
Apr 16, 2026 • 1h 26min
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
A secret Anthropic model sparks debate over AI-powered hacking and safety theater. The conversation also hits Amazon’s chip push vs. Nvidia, Anthropic’s move into app building, and why SaaS stocks may be stuck in a brutal AI doom loop. Plus: Meta’s latest AI play, OpenAI’s path to enterprise dominance, and leaked SpaceX numbers behind a possible $2 trillion valuation.
504 snips
Apr 14, 2026 • 1h 9min
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
Anj Midha, AMP founder and frontier AI investor, gets into Anthropic’s painful early fundraising, why 21 firms passed, and his $300M conviction. He explores the four bottlenecks slowing superintelligence, Europe’s push for sovereign AI infrastructure, the GPU waste bubble, and why China’s full-stack systems race should worry the West.
522 snips
Apr 11, 2026 • 1h 25min
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
Carles Reina, VP of Sales at ElevenLabs and an early investor who helped scale it to hundreds of millions in ARR, gets into AI sales machines, 20x quotas, and comp plans that reward real revenue. He also talks customer success as a growth driver, brand as a sales accelerant, global expansion mistakes, and why dinners, events, and partnerships can beat the usual playbook.
545 snips
Apr 9, 2026 • 1h 27min
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
Rory O’Driscoll, a veteran tech investor, joins Jason Lemkin, SaaStr founder and SaaS investor, for a fast-moving debate on Anthropic overtaking OpenAI in revenue, OpenAI’s leadership reshuffle, and the TBPN acquisition. They also dig into SpaceX’s IPO ambitions, YC pushing out Delve, Supabase’s $10B momentum, OpenRouter’s rise, and why the Mercor hack puts cyber back in focus.
817 snips
Apr 7, 2026 • 36min
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
Demis Hassabis, co-founder and CEO of Google DeepMind and the mind behind AlphaGo and AlphaFold, explores how close AGI really is. He gets into scaling limits, why frontier labs may keep pulling ahead, and the missing pieces beyond today’s models. Also on the table: AI safety rules, drug discovery, energy strain, jobs, and inequality.
367 snips
Apr 4, 2026 • 59min
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
Andrew Dudum, founder and CEO of Hims & Hers, built a telehealth company into a multibillion-dollar public business. He gets into why public markets create better pressure, why gritty builders beat strategy hires, and how AI could reshape care and marketing. They also explore brand marketing, prevention, free diagnostics, global expansion, and taking on broken healthcare incentives.
515 snips
Apr 2, 2026 • 1h 10min
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?
Anthropic’s huge revenue month and a wild model leak spark debate over AI hype, cyber panic, and messy revenue math. OpenAI’s Sora retreat, ad push, and internal drama raise big strategy questions. There’s also wearable IPO buzz, Epic’s layoffs, founders stuck in China after a Meta deal, and whether taxes are pushing billionaires out of California.
1,136 snips
Mar 30, 2026 • 1h 12min
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
Marc Andreessen, co-founder of Andreessen Horowitz and Netscape pioneer, dives into the future of venture capital, why missing winners matters more than price, and why “diamonds in the rough” is flawed thinking. He also gets into AI and jobs, Silicon Valley’s renewed pull, founder psychology, handling criticism, and the logic behind backing Adam Neumann with $300M.
323 snips
Mar 28, 2026 • 53min
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
Gili Raanan, founder of Cyberstarts and longtime cybersecurity investor, gets into why venture math may be breaking, the madness of $150M seed rounds, and why early investors must stay ruthless on price. He also explores extreme startup growth, created versus existing markets, AI-era margins, mega funds, secondaries, and the tensions between LPs and VCs.
