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

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

Latest episodes

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102 snips
Oct 7, 2024 • 1h 11min

20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside

Eiso Kant, Co-founder and CEO of Poolside.ai, dives into the competitive world of Artificial General Intelligence (AGI) funding, sharing insights on their recent $500M raise. He discusses how Poolside differentiates itself from other AI models and the challenges of competing with giants like Nvidia. The conversation touches on scaling laws, the future of model performance, and whether $600M is sufficient to remain relevant in the rapidly evolving AI landscape. Kant also explores the dynamics of AI infrastructure and the emotional journey of entrepreneurs.
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96 snips
Oct 4, 2024 • 51min

20Product: How the Best Teams Do Product Reviews | What Everyone Gets Wrong in Hiring Product Teams | Product Lessons Leading Facebook App Monetisation Team to Billions in Revenue with Maria Angelidou, CPO @ Personio

Maria Angelidou, a seasoned product leader with a rich history at Meta, shares her wisdom on building successful product teams. She discusses the vital traits to look for when hiring and how to structure an effective hiring process. Maria reveals common pitfalls in product reviews, emphasizing the difference between good and great approaches. She also contrasts the work ethic and cultural nuances between US and EU product teams. Insightful strategies for balancing speed and quality in product development round out this engaging conversation.
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204 snips
Oct 2, 2024 • 1h 11min

20VC: Bret Taylor: The AI Bubble and What Happens Now | How the Cost of Chips and Models Will Change in AI | Will Companies Build Their Own Software | Why Pre-Training is for Morons | Leaderships Lessons from Mark Zuckerberg

Bret Taylor, CEO and Co-Founder of Sierra and former CTO at Facebook, discusses the real state of AI, challenging the notion of an AI bubble. He questions the efficiency of companies building their own software and argues that pre-training models are outdated. As a board member at OpenAI, he claims foundation models are quickly depreciating. Taylor identifies the shift towards AI-driven interfaces and predicts a decline in phone reliance. He also shares insights on leadership in tech, including valuable lessons learned from Mark Zuckerberg.
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58 snips
Sep 30, 2024 • 56min

20VC: How SHEIN Got So Big So Fast: Behind the Scenes at One of the Fastest Growing Companies in History with Donald Tang, Executive Chairman @ SHEIN

Donald Tang, Executive Chairman of SHEIN, shares insights on the company's meteoric rise in the fashion world. He reveals the secret behind SHEIN's real-time retail strategy and innovative supply chain, which sets it apart from competitors. Donald discusses the balance between price and quality, and how social media fueled rapid growth. He also delves into the upcoming IPO and addresses concerns about climate impact and labor conditions. Plus, he opens up about the challenges of balancing a demanding career with family life.
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36 snips
Sep 27, 2024 • 57min

20Sales: Scaling Hubspot from $3M to $1BN in ARR | How to Hire and Ramp Sales Teams | How to Scale Customer Success Successfully | How and When to Go International and Crush It with Jeetu Mahtani

Jeetu Mahtani, an early HubSpot leader, shares his insights on scaling a startup to nearly $1 billion in ARR. He discusses key strategies for international expansion, including common pitfalls and effective team structures. Mahtani emphasizes the importance of aligning sales and customer success incentives, revealing mistakes made while managing a 1,500-strong customer success team. He also critiques discounting practices, advocating for genuine customer engagement and the role of AI in evolving sales tactics. A treasure trove of growth strategies awaits!
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119 snips
Sep 25, 2024 • 1h 2min

20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

Eric Vishria, a General Partner at Benchmark Capital and former CEO of RockMelt, discusses the dynamic landscape of AI investments. He shares insights on the commoditization of foundation models and why Nvidia won't dominate the market forever. Eric differentiates between successful high-quality AI applications and those riding the hype wave. He also explores Benchmark's decision-making process for new deals, revealing the complexity of analyzing AI startups and the importance of understanding revenue quality in this fast-evolving sector.
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52 snips
Sep 23, 2024 • 1h 26min

20VC: From Potato Farm to $200M in Revenue: The Never-Before-Told Story of Flo Health: Scaling to $1BN Valuation, 75M Users & Getting 100s of No's From Investors Along the Way with Dmitry Gurski

In this engaging conversation, Dmitry Gurski, co-founder and CEO of Flo Health—a leading women's health app and the first European femtech unicorn—shares his journey from a potato farm to a billion-dollar valuation. He challenges startup norms, declaring that competition can be beneficial and highlighting the importance of resilience over traditional talent. He reflects on lessons from his past, including the significance of simplicity in app design, user retention strategies, and the ongoing struggle of fundraising in the tech world.
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119 snips
Sep 20, 2024 • 1h 19min

20Growth: The 7 Core Levers to Win at Consumer Subscription: Growth Loops, CAC + LTV Benchmarks, Pricing, Packaging, Notifications, Discounts, Paywalls | The Breakdown with Phil Carter

Phil Carter, a growth advisor and angel investor renowned for accelerating the success of companies like Faire and Quizlet, shares valuable insights on consumer subscription strategies. He discusses the seven core levers for growth, emphasizing the importance of optimizing pricing and onboarding. Phil highlights the significance of targeted metrics for user engagement and paywall design, while cautioning against common pitfalls in growth strategies. With actionable advice on enhancing customer retention, he presents a roadmap for startups navigating subscription challenges.
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106 snips
Sep 18, 2024 • 49min

20VC: Notion's Founder on "Founder Mode": When it Works & When it Doesn't | Why The Way Startups Fundraise & Construct Boards is Broken | Raising at a $10BN Valuation in Peak Bubble Times and How Notion Has More Money Than Ever Before with Akshay Kothari

Akshay Kothari, Co-Founder of Notion and former LinkedIn VP, shares insights on navigating startup challenges. He discusses the concept of 'Founder Mode' and its impact on decision-making, emphasizing the importance of a founder's 'veto power.' Akshay reveals the thought process behind raising significant funds, including a $270M round at a $10BN valuation, and the lessons learned from investor dynamics. He also reflects on the need for diverse board members and the role of first principles in scaling a successful startup.
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61 snips
Sep 16, 2024 • 51min

20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

Shardul Shah, a Partner at Index Ventures and a leading cyber security investor, shares his insights on venture capital. He challenges the validity of total addressable market, emphasizing the importance of focusing on strong teams instead. Shardul discusses the necessity of brief initial meetings to enhance decision-making and the difficulties of remote partnerships. He highlights the balance between intuition and analysis in evaluating deals, and stresses the need for authenticity and effective communication in driving investment success.

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