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Artwork for The Twenty Minute VC (20VC): Venture Capital

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

Harry Stebbings
Venture Capital
Openai
Artificial Intelligence
Anthropic
Saas
Startups
Figma
NVIDIA
Product Management
Hubspot
Product Development
IPO
Hiring Practices
Spacex
Elevenlabs
AI Technology
Cursor
Healthcare
Shopify
Entrepreneurship

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 ... more

PublishesDailyEpisodes1478Founded11 years ago
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Artwork for The Twenty Minute VC (20VC): Venture Capital

Latest Episodes

Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Ti... more

AGENDA:

00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting?

12:55 Anthropic Warns Open Source Could Destroy the AI Business Model

18:10 Dario Escalates the AI War with China & Open-Source

22:00 Should the US Ban Chinese AI Mo... more

KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data... more

Paul Erlanger is the Co-Founder and CEO of FOMO, the social-first trading platform building the future of on-chain investing. Since founding the company in 2025, Paul has raised approximately $94 million, including a $17 million Series A led by Bench... more

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Recent Guests

Nikesh Arora
CEO of Palo Alto Networks
Palo Alto Networks
Episode: 20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence
Ryan Peterson
Founder of Flexport
Flexport
Episode: 20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport
Everett Randall
GP at Benchmark
Benchmark
Episode: 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
Aravind Srinivas
Co-founder and CEO of Perplexity
Perplexity
Episode: 20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Matan Grinberg
CEO and Co-founder of Factory
Factory
Episode: 20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
Ronan Chernin
Co-founder of Nebius, AI infrastructure executive
Nebius
Episode: 20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
Jacob Lauritzen
CTO of Legora
Legora
Episode: 20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora
Brendan Foody
Co-founder and co-CEO of Mercor
Mercor
Episode: 20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
Chad Peets
Sales leader with prior roles building high-growth teams
Former Snowflake sales leadership
Episode: 20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan

Host

Harry Stebbings
Host of The Twenty Minute VC; known for interviewing VCs and founders with a focus on practical startup and investment insights.

Reviews

4.5 out of 5 stars from 2k ratings
  • Interesting listens

    Thanks for solid biztech insights

    Apple Podcasts
    5
    SimpleReviewYes?
    United States2 months ago
  • AI AI AI.. x100

    I really enjoyed this show in the past but recently all the episodes are about AI. Normally, I would be interested in hearing different opinions about venture capital and AI but one of the hosts is so brainwashed by AI that the whole episodes are him scaremongering. Some of the takes are so wild that it sounds like listening to some science fiction audiobook. The interviews are better but I can’t really recommend.

    Apple Podcasts
    1
    Please no AI
    United Kingdom4 months ago
  • . Super bad.

    In the beginning, I used to think that 20 VC is an awesome podcast. Not anymore. Take for example, one of the most recent episodes with the fiverr CEO. No content, emotionally, bombastic, full of curses. Not much to learn. Just opinionated people who act like preteen kids… who needs that in 2025?

    Update Jan 2026: just getting worse and worse. All big money corporate. Forget 20vc.

    Apple Podcasts
    4
    Projomni78
    United States5 months ago
  • Remove Jason

    Like the show. Rory is great on the weekly market show. Lemkin is awful. Last 3 months all he says is AI replaces people. Guy runs an events business who’s website doesn’t even work🤦‍♂️ probably vibe codes it

    Apple Podcasts
    3
    Delken101
    United Kingdom9 months ago
  • The best podcast in Venture by a mile

    The Episodes between Jason, Rory & Harry is the most important thing to listen to in tech every week in my opinion. They give multiple vantage points

    Apple Podcasts
    5
    Mike Ambrosino
    United States9 months ago

Listeners Say

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Episodes featuring top founders and investors are frequently highlighted as must-listen content.
Some feedback calls out AI-focused episodes as repetitive or sensational, with mixed views on host style and pacing.
Guests consistently bring high-caliber insights from venture and startup worlds.
Listeners appreciate concrete, actionable startup and fundraising advice.

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Talking Points

Recent interactions between the hosts and their guests.

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
Q: Is the race toward frontier models sustainable, or should companies look more to open models as a counterbalance?
Open models provide a crucial counterbalance, enabling cost-quality-speed trade-offs and preventing lock-in; enterprises will likely adopt a mix, routing tasks to the most appropriate model for the use case.
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
Q: How should enterprises think about resource allocation between tokens, dollars, and headcount?
Focus on the core business outputs and outcomes, not just features; allocate resources to the activities that move the needle on key metrics like revenue, customer satisfaction, or market share, using tokens where they maximize impact.
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
Q: What is the biggest lesson about forecasting in this dynamic market?
Forecasting requires a weighted, multi-layer approach with rep-level wraps, regional inputs, and a governance layer that blends rolling forecasts with real-time opportunity stages to stay directionally accurate.
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
Q: How should a founder think about sales compensation when building a team in an AI-first, high-growth environment?
Becca recommends starting with a simple base-plus-accelerator model that clearly aligns reps' incentives with company goals, using reasonable OTE-to-quota ratios and accelerators to reward overperformance without creating excessive complexity.
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
Q: How do you balance model performance and cost today?
Performance remains the priority; if you chase cost at the expense of performance, you risk losing competitive advantage and market leadership, especially when customers are revenue-critical enterprise users.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show centers on early-stage investing, venture capital dynamics, and startup growth, featuring interviews with renowned VCs and founders who share practical playbooks, market views, and behind-the-scenes stories from fundraising, product, and GTM. Across episodes, topics like AI-enabled businesses, enterprise software, growth strategies, and the realities of scaling fast in competitive markets emerge repeatedly, often with candid takes on valuation, exits, and industry shifts. Notable strengths include a high-caliber guest list spanning founders and investors, a focus on actionable mentorship lessons, and a willingness to explore both macro trends and micro tactics that founders can apply immediately. The format frequently blends sharp ... more

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this podcast launched 11 years ago and published 1478 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Nikesh Arora
2. Ryan Peterson
3. Everett Randall
4. Aravind Srinivas
5. Matan Grinberg
6. Ronan Chernin
7. Jacob Lauritzen
8. Brendan Foody

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