The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?
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Jul 31, 2025 Benchmark is experiencing a talent exodus, raising questions about the future of venture capital. The rise of solo general partners challenges traditional investment norms. Apple might need a leadership shake-up to keep pace with rivals like Google. Discussion includes the competitive landscape of AI infrastructure and GitHub Copilot’s missed opportunities. Figma's IPO is generating buzz, contrasting with the dominance of AI applications. Predictions for Cursor and Lovable's revenue have everyone on the edge of their seats!
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VC Partner Autonomy Shift
- Top venture investors like Victor leaving firms like Benchmark reflect market shifts toward individual brand and autonomy.
- The traditional partnership model in VC is evolving as talented individuals leverage their unique brands to raise solo funds.
Value Your VC Brand
- Before leaving a top VC firm, assess the value of the brand you are leaving behind.
- Without a strong personal or firm brand, going solo in venture can be very challenging.
Money Trumps Brand for Investors
- Scale of deployable capital is often a more attractive factor than brand for investors.
- LPs now fund managers who ignore traditional discipline advice if they demonstrate strong performance and deployment speed.