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

Nabeel Hyatt, a General Partner at Spark Capital and savvy investor in AI startups, shares his insights on the evolving venture landscape. He critiques traditional VC strategies and emphasizes the need for a shift in mindset to succeed in AI investing. Nabeel discusses the flawed structure of the VC industry, stressing why many firms may be out of touch with current realities. He categorizes AI startups into adaptation, evolution, and revolution, showcasing how genuine founder relationships and a long-term vision are essential for navigating the complexities of this fast-paced market.

Ishan Mukherjee, Co-founder and CEO of Rox, brings deep insights from his leadership at New Relic, Apple, and Amazon. He discusses how AI is revolutionizing enterprise sales, leading to more efficient teams and faster ramp-ups for sales reps. Ishan critiques the role of unpaid design partners and explains why content strategy is vital in a product-led growth world. He also emphasizes the importance of understanding buyer psychology and advocates for a shift towards usage-based revenue models to meet modern demands.

In this engaging discussion, Bhavin Shah, who shared his insights on Moveworks’ acquisition by ServiceNow, and Andrew Feldman from Cerebras, dives into the recent Coreweave IPO. They explore the ripple effects of tariffs on tech stocks and the complexity of navigating regulation in the startup landscape. Shah emphasizes the ongoing AI craze while Feldman reveals the challenges and opportunities in the chip market. Their conversation sheds light on the dynamics of investment growth versus sustainability in the fast-paced tech world.

Kevin Scott, the CTO of Microsoft and former SVP of Engineering at LinkedIn, dives into the evolving landscape of AI. He challenges traditional scaling laws, arguing they are overrated. Scott discusses the future of synthetic data and AI agents, predicting substantial shifts in software development driven by AI. He also emphasizes the importance of leadership lessons from Microsoft’s Satya Nadella and examines how we may be underestimating China’s role in tech innovation. A thought-provoking look at where value truly lies in an AI-driven world!

Julia Hoggett, CEO of the London Stock Exchange and former director at the Financial Conduct Authority, shares her insights into the challenges facing UK companies seeking to go public. She discusses the potential listing of fintech giants like Revolut and Monzo and argues that the UK market is undervalued compared to the US. Hoggett highlights the need for pension fund reforms and a more favorable regulatory environment to boost innovation. She also emphasizes the need for a mindset shift regarding entrepreneurship in the UK.

Mitchell Green, Founder and Managing Partner of Lead Edge Capital, shares insights from his extensive investment background in companies like Alibaba and ByteDance. He discusses the flaws in traditional VC models post-2021 and emphasizes the crucial role LPs play over founders. Green reveals why AI infrastructure is a poor bet and critiques the IPO market. He also argues TikTok's challenges won't impact ByteDance's value and warns of social media's dangers on youth mental health, calling for urgent regulation.

Niklas Östberg, the visionary Founder and CEO of Delivery Hero, shares his insights from leading a global food delivery powerhouse. He discusses the costly $200M loss on Gorillas and the lessons learned from 35 acquisitions, including the strategic purchase of Glovo. Östberg explores the tough competition against giants like Uber and DoorDash while shedding light on why emerging markets are ripe for investment. He emphasizes the importance of operational excellence, resilience, and adapting to market dynamics in the fast-paced world of quick commerce.

Andrew Feldman, Co-founder and CEO of Cerebras, shares deep insights into the AI chip landscape. He discusses how NVIDIA's strengths have become liabilities and why claims of reaching scaling laws in AI are misleading. Delving into the cost of inference, Feldman highlights the inefficiencies of algorithms and the necessity for a shift in AI architecture. He believes we underestimate China's tech advancements and critiques current U.S. policies in the realm of hardware export controls. Expect a thought-provoking analysis of AI's future and market dynamics!

Elias Torres, Co-founder and CEO of Agency and former Drift co-founder, shares insights on his complex journey in tech. He discusses why selling Drift for $1.2BN felt like a massive failure, highlighting the pitfalls of a cushy company culture. Elias examines how incumbents are slower and less effective in today's fast-paced AI landscape, emphasizing that the most valuable companies may remain small and agile. He also reflects on the emotional challenges of balancing entrepreneurship with parenthood, offering a fresh take on success and meaningful work.

Peter Singlehurst, Head of Private Companies at Baillie Gifford, shares insights from his extensive experience in private investments. He discusses the 10 crucial questions that guide their investment decisions and why they passed on opportunities like Stripe and Coinbase. Singlehurst outlines the exceptional growth potential for companies like Anduril, exploring how it could become a $200 billion powerhouse. He also contrasts the dynamics of public vs. private investments and the shifting landscape of venture capital, especially in the tech sector.