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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75 snips
Jul 1, 2024 • 1h 3min

20VC: LLMs Are Reaching a Stage of Diminishing Returns: What is the Next S Curve | The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | How AI Changes the Future of War & How Agents Will Reshape Society with Matt Clifford @ EF

Matt Clifford, Co-Founder of EF, explores AI's diminishing returns, the future of autonomous agents, and the role of AI in warfare. He discusses China's AI capabilities, the importance of liquidity markets in VC, and entrepreneurship challenges in AI innovation.
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22 snips
Jun 28, 2024 • 59min

20VC: Raising $126M Across 3 Rounds in Just 6 Months, Being the Youngest Founder of a Unicorn Company | But Everything Was Not as it Seemed: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires with Vise's Samir Vasavada

Samir Vasavada, Co-Founder & CEO of Vise, shares insights on hiring mistakes, fundraising $126M in 6 months, and regrets in building a unicorn company. Topics include hiring in a hot market, fundraising challenges, regrets of raising too much money, and the impact of investor relationships on entrepreneurship.
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6 snips
Jun 26, 2024 • 51min

20VC: Klaviyo's Andrew Bialecki on Going Public in an IPO Winter, Is Klaviyo Under-Priced in Public Markets and Why, Why Every VC Turned Klaviyo Down in the Early Days & How Shopify's Partnership Changed the Game

Andrew Bialecki, Co-Founder and CEO of Klaviyo, shares insights on founding Klaviyo, sticking to the initial vision, bootstrapping vs. VC funding, IPO in a tough market, and Klaviyo's valuation. He also discusses the importance of partnerships, AI technology, building customer relationships, and optimizing cash cycles.
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167 snips
Jun 24, 2024 • 56min

20VC: Why Foundation Model Performance is Not Diminishing But Models Are Commoditising, Why Nvidia Will Enter the Model Space and Models Will Enter the Chip Space & The Right Business Model for AI Software with David Luan, Co-Founder @ Adept

David Luan, CEO of Adept and former VP at OpenAI, shares insights on the future of AI models. He explores the evolution of foundation models, predicts Nvidia's move into the model space, and discusses the potential commoditization of models. Luan also touches on the importance of improving reasoning and memory in AI systems and the impact of AI on organizational structures and pricing models.
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86 snips
Jun 21, 2024 • 54min

20Growth: How Revolut Acquired Their First 10M Users: Tips, Tactics and Strategies From the Revolut Product & Growth Playbook with Val Scholz, Former Head of Growth @ Revolut

Val Scholz, former Head of Growth at Revolut, shares insights on scaling to 10M users, growth playbook secrets, product marketing strategies, and effective growth hires. Topics include referrals, content marketing, YouTube influencers, traditional marketing vs. product-led growth, and building a data-driven culture.
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99 snips
Jun 19, 2024 • 56min

20VC: Foundation Models are the Fastest Depreciating Asset in History, Lina Kahn is a Threat to American Capitalism, PE is Not Coming to Save the M&A Market & How China Could Overtake the US in the AI Race with Michael Eisenberg

Michael Eisenberg, Co-Founder @ Aleph, discusses the depreciation of foundation models in AI investing, the impact of Lina Kahn on capitalism, and the future of M&A market. Insights on China potentially overtaking the US in the AI race and the threats of AI as a weapon in wars. Eisenberg also shares thoughts on liquidity sources for software companies and IPO windows.
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68 snips
Jun 17, 2024 • 1h 14min

20VC: Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb, Facebook & Spotify | Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise

Index Ventures' Danny Rimer shares lessons from missing out on Snapchat, Airbnb, Spotify, and Facebook. He discusses why valuation is a trap, market sizing is noise, and why sector/geo-specific funds are not important in venture capital. Rimer reflects on the importance of recognizing potential in early-stage investments for long-term success.
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53 snips
Jun 14, 2024 • 1h 3min

20Product: Loom CPO Janie Lee on Three Core Skills that Make the Best PMs, How to Find, Pick and Train the Best PM Talent and Lessons from OpenDoor and Rippling on Product Breadth, Pricing and Talent Density

Janie Lee, Loom's Head of Product, shares insights from Rippling and Opendoor on product building, talent, and pricing. She discusses core skills for PMs, hiring processes, and mistakes, emphasizing communication and question-asking skills. The podcast covers valuable lessons on finding, training, and evaluating the best PM talent.
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62 snips
Jun 12, 2024 • 60min

20VC: Scale's Alex Wang on Why Data Not Compute is the Bottleneck to Foundation Model Performance, Why AI is the Greatest Military Asset Ever, Is China Really Two Years Behind the US in AI and Why the CCPs Industrial Approach is Better than Anyone Else's

Scale.ai's CEO Alex Wang discusses improving AI model performance with better data, the military potential of AI, comparing China's advancements, and the CCP's industrial approach.
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163 snips
Jun 10, 2024 • 1h 16min

20VC: Reid Hoffman on Foundation Models: Who Wins & How Do Incumbents Respond | The Inflection AI Deal: How it Went Down | Why Trump is a Threat to Democracy | The Future of TikTok | Lessons from Sam Altman, Brian Chesky and the OpenAI Board

Reid Hoffman, Co-Founder of Linkedin and Inflection.ai, discusses foundation models and business models, the Microsoft and Inflection deal, lessons from OpenAI board, AI's impact on truth discovery, the future of TikTok, the upcoming US elections, and Chinese companies' threat to US democracy

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