The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral at $14BN Valuation
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Sep 11, 2025 This conversation features Jeff Lawson, the visionary founder of Twilio, who shares insights into the tech landscape. They delve into Elon Musk's extravagant pay package and its implications for CEOs. The discussion extends to the rapid success of AI-driven companies like Ramp and Brex, and challenges faced by legacy firms in the evolving market. Lawson also analyzes ASML's bold $14 billion investment in AI startup Mistral and the complexities of ethical practices within venture capital. Get ready for a thought-provoking dialogue on innovation and accountability!
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Compensation Reveals Board Priorities
- Boards signal their true priorities through CEO compensation structure.
- Musk's package shows the board is buying a bet to double down on his vision rather than manage conservatively.
Pay Tied To Monumental Targets
- The Musk package ties huge market-cap and EBITDA targets to pay, making the bet explicit.
- It forces a binary outcome: double the company or fail spectacularly, aligning incentives with risk.
Keep Compensation Simple
- Keep compensation simple to avoid perceived unfairness and distraction.
- Once employees feel fairly paid, they focus on work rather than chasing knobs and lever disputes.
