@20vc
20VC, hosted by Harry Stebbings, takes you inside the world of Venture Capital, Startup Funding and The Pitch. Join Harry and discover how you can attain funding for your business by listening to what the most prominent investors are directly looking for in startups, providing easily actionable tips and tricks that can be put in place to increase your chances of getting funded. The Twenty Minute VC also provides an instructional guide as to what it takes to get employed in the Venture Capital industry, with VCs giving specific advice on how to get noticed from the crowd and increasing your chances of employment. Our amazing Venture Capitalists also provide their analysis of the current technology market, providing advice and suggestions on the latest investing trends and predictions. Join us so you can see how you can get big, powerful improvements, fast.
Wix Co-Founder and CEO Avishai Abrahami goes to sleep at 5 - 6AM and wakes up around 11AM. Why? Those late-night hours give him something most CEOs struggle to find: uninterrupted time to think, plan and do real work without meetings. #20vc #wix #avishaiabrahami #productivity
Most small businesses are not going to build their own software stack with Claude Code. @wix Co-Founder and CEO Avishai Abrahami explains why: even Wix’s own developers struggled to recreate the business logic needed to run a hairdresser business app through @base44.app The interface is easy. The underlying complexity is not. #20vc #wix #Base44 #vibecoding
What does money really buy? For Wix Co-Founder and CEO Avishai Abrahami, the answer is freedom. Freedom from fear, freedom to walk away, and freedom to know that you are exactly where you have chosen to be. And once staying becomes a choice, commitment means something entirely different. #Wix #founder #20VC #ai
Avishai Abrahami is the Co-Founder and CEO of @wix the NASDAQ-listed website creation platform serving millions of businesses worldwide Today, @wix generates more than $2BN in ARR and has a market capitalization of approximately $2.1BN After reaching a peak valuation of $17BN over the past two years The company also acquired @base44.app one of the fastest-growing AI application-building platforms, scaling it to $150M in ARR in record time All on 20VC 🎧 #entrepreneur #ceo #20vc
Avishai Abrahami is the Co-Founder and CEO of Wix, the NASDAQ-listed website creation platform serving millions of businesses worldwide. Today, Wix generates more than $2BN in ARR and has a market capitalization of approximately $2.1BN, after reaching a peak valuation of $17BN over the past two years. The company also acquired Base44, one of the fastest-growing AI application-building platforms, scaling it to $150M in ARR in record time. ----------------------------------------------- Timestamps: 0:00 Intro 04:26 Wix at $2.8B Market Cap on $2.1B Revenue — What Does the Market Not See? 06:27 Base 44 Gets Zero Credit in the Wix Valuation 07:10 Why Salesforce & Atlassian Are More Resilient Than People Think 13:13 Base 44's Margin Profile vs Wix 15:00 Why Wix Built Its Own AI Model 21:00 Wix Has 3,500 People — Will That Shrink or Grow With AI? 29:25 What to Do With Cash: Buybacks, Acquisitions or Hiring More Engineers? 32:10 How to Retain Talent When Your Stock Is Down 35:34 Why Off-the-Shelf AI Customer Support Doesn't Work 38:43 The Real AI Dream for SMBs 41:40 Are SMBs Excited or Terrified by AI? 51:34 Why Choosing to Be Here Gives You Power Through a Shitstorm 52:06 How to Build Resilience 56:39 How to Context-Switch Between CEO Mode and Being a Present Partner 57:46 Parenting Advice From a Public Company CEO Under Pressure 59:15 Quick-Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Avishai Abrahami on X: https://twitter.com/Avishai_ab Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #ceo #ai #avishaiabrahami #wix #base44 #vibecoding
Arvind Jain is the Founder & CEO of Glean, the enterprise AI leader valued at $7.2 billion after raising more than $770 million from investors including Kleiner Perkins, DST Global, and more. Before Glean, Arvind co-founded Rubrik, helping build it into one of the world's leading cloud infrastructure companies before its successful IPO. Prior to that, he spent over a decade at Google as a Distinguished Engineer, working across Search, Maps, and YouTube. ----------------------------------------------- Timestamps: 00:00 Intro 03:12 Are Enterprises Right to Fear Frontier Model Providers? 06:21 Who Owns the Institutional Learning That Agents Build? 07:25 Why Enterprises Are Shifting to Open Source 12:28 Are Frontier Models Commoditising? 15:01 Have We Completely Mispriced the Frontier Model Landscape? 22:00 Why AI Is Not Working in Enterprise 27:00 The Agent Token Waste Problem 28:01 Should You Actually Try to Replace Yourself With AI? 29:25 Glean Has 1,000 People - Will It Have 5,000 in 5 Years? 33:49 The $1M/Month Agent That Replaced 15 Engineers 37:22 Per Person Productivity Will Go Up, But So Will the Bar to Compete 39:03 The AI Power Law Inside Companies 46:56 Which Roles Will Disappear First: Analysts, Recruiters & BI Teams 48:10 Do We Need Sovereign AI Models? 51:40 Chinese Open Source Dominates Open Router 52:25 Sam Altman's 5% to Trump 54:30 Quick-Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Arvind Jain on X: https://twitter.com/jainarvind Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #founder #ai #glean #arvindjain #frontiermodels #china #aiagents
#gleanai #20vc #tech
If AI really replaced half of all white-collar jobs, a small redistribution tax wouldn't come close to addressing the consequences The scale of economic and political disruption would require a far bigger response than a token solution The broader point is that if you truly believe the most extreme AI displacement forecasts, you also have to believe today's policy proposals are nowhere near sufficient Do you think this is right and fair? #ai #whitecollarjobs #anthropic
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:10 Washington Lifts the Claude Fable Five Ban 03:58 OpenAI Offers the US Government a 5% Stake 13:18 Why This Could Invite Much More Than 5% Government Control 22:14 DeepSeek Building Its Own Chip & Anthropic Talking to Samsung 36:22 Meta Launches Cloud Business — Plan B or Masterstroke? 42:55 Nvidia's "Compute Now, Pay Later" Scheme 50:32 Kling Raises $2.8B at $18B — Why Did Sora Fail Where Kling Didn't? 57:46 Open Source Plateau: Are Cheaper Models Actually Delivering Results? 1:07:16 Microsoft & Amazon Embed Engineers in Enterprise 1:17:04 Ashton Kutcher Leaves Sound Ventures 1:21:19 ElevenLabs at $22B ---------------------------------------------------------------------------------------------- Try Plaud at https://plaud.ai/20VC and use code "20VC" for 10% off. ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #openai #trump #deepseek #anthropic #meta #ashtonkutcher
#ai #samaltman
Michael Mignano, General Partner at Union Square Ventures, on why Suno isn't just a tool, it's a new behavior. AI has made music creation so much fun that people are making music just to make music, with no aspiration to go viral or monetize it. He says Suno has unlimited upside, in the same league as YouTube and TikTok.
The importance of life outside work with Sierra Co-Founder, Clay Bavor #worklifebalance #entrepreneur #founder
A VC’s job isn’t to tell founders exactly what to build. Michael Mignano says one of the biggest lessons from moving from operator to investor is learning not to project your own ideas onto a company. Even if you think you’re right, it’s still the founder’s company. And if you back a team based on your plan rather than theirs, you might be making the wrong bet. #vc #founders #startup
USV General Partner Michael Mignano on why startups should still be maximising token spend right now. As a startup your organisation is smaller, you can control the spend, and you need every advantage you can get. If you're coding, use the frontier model. That edge against the incumbents is worth it #startup #ai #20vc
Traditional media is being unbundled. Michael Mignano saw the first wave with Anchor, but says the move to independent media has become much bigger than he expected. The biggest names no longer need a traditional media organisation behind them. They can build directly on YouTube, Spotify and X. And according to Mike, we haven’t reached the peak yet. Do you agree? 👇️ #youtube #media #20vc #ai #tech
Mike Mignano is a General Partner at Union Square Ventures, one of the most iconic venture firms in the world, whose investments include Coinbase, Stripe, Etsy, Twilio, Cloudflare. Before joining USV, Mike was a Partner at Lightspeed, where he backed breakout AI companies including Granola and Suno. Prior to investing, he co-founded Anchor, acquired by Spotify. ----------------------------------------------- Timestamps: 00:00 Intro 00:57 Fear of Failure vs Thrill of Winning 05:34 Why Mike Left Lightspeed for USV 07:43 We're Past the AI Infrastructure Phase — Now It's About Applications 09:50 Is AI "Always On" the Future? 12:07 The Rebel Alliance: USV's Thesis on Open Weights & Human-Aligned Agents 15:07 What Happens If We Hit Recursive Self-Improvement? 16:17 The S-Curve Future: AI Plateaus & the Market Commoditises 18:28 Who Is Your Agent Actually Working For? 21:04 Engineering Teams Are Getting Smaller 25:18 80% of Enterprise Tasks Don't Need Frontier Models 26:00 China's Open Source Lead 26:39 Is There a $50B Company to Be Built in the Routing Layer? 29:49 USV's Long Bet on Energy Since 2021 32:37 "Don't Automate - Obliterate": How USV Picks What to Invest In 34:36 How Abridge Built a Healthcare Moat Over 8 Years 38:01 The Model Provider Threat to the Application Layer 40:17 Why Being First & Moving Fast Is the AI Product Playbook 43:35 Series A Valuations Are Now $80–150M Post 51:06 Biggest Investing Lesson: Never Project Your Own Ideas on Founders 52:30 Founder, Market, Product 54:45 Suno: Thesis-Driven Bet vs Granola 57:37 Suno at $5B 01:00:15 Is Traditional Media Dead? 01:02:23 Quick Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Michael Mignano on X: https://twitter.com/mignano Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #ai #mikemignano #usv #startups #applayer #openai #anthropic #tokenmaxxing
The unfair advantage that young people have today coming out of university with Sierra Co-Founder, Clay Bavor | #university #entrepreneur #ai
Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history. ----------------------------------------------- Timestamps: 0:00 Intro 1:37 Why Clay finally said yes to building Sierra with Bret 5:53 Why Sierra chose not to train their own foundation models 7:15 The case for unbounded demand for frontier intelligence 10:41 Why token costs are rising, not falling 14:35 Open models: the US vs China gap 18:36 Inside Pinecone, Sierra's internal AI agent 26:00 Staying close to customers as an enterprise AI company 33:22 Forward deployed teams: kickoff to live in 6 weeks 43:02 Sierra's core values: craftsmanship, intensity, family 55:41 Advice for young people entering the AI job market 1:02:35 Quickfire: Sundar, books, and parenting lessons ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Clay Bavor on X: https://twitter.com/claybavor Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #founder #ai
Rory O’Driscoll on the future of AI regulation: Is a high-stakes quid pro quo on the horizon for Anthropic and US tech? #anthropic #ai #ailaw
#technews #ai
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:57 Coinbase Cuts AI Spend 50% 07:09 Is Open Source Killing Frontier Model Revenue Growth? 11:16 Token ROI Crisis: Nobody Can Show the Lift From AI Spend 17:22 Anthropic Accuses Chinese Models of Distillation 20:19 Anthropic's Real Play: Get the US Government to Ban Chinese Open Source Models 28:30 Microsoft Deep Dive: Growth Decelerating & No Standalone AI Product 33:14 Microsoft Has 30% of OpenAI But No State-of-the-Art Model of Its Own 38:51 Kalshi’s $40BN Valuation: Is This Peak Casino Economy? 41:13 Prediction Markets: Sports Betting vs Financial Betting 44:03 SpaceX IPO Volatility: Does It Delay the Anthropic & OpenAI IPOs? 45:04 Bending Spoons IPO at $20BN 47:06 The Bending Spoons B2B Opportunity: Who Buys Broken SaaS Next? 58:22 Chamath Goes CEO: Can a VC Billionaire Actually Grind a Startup? 1:01:24 Harry's Controversial Tweet 1:11:07 Claude Tag in Slack: Existential Threat to Salesforce or Just an Entry Point? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #coinbase #anthropic #ai #kalshi #bendingspoons #saas
Bloom Energy CEO KR Sridhar on the moment Intel CEO Andy Grove pulled him aside and asked one question that changed everything. #20vc #founder #bloomenergy
Building a two gigawatt data centre takes a minimum of 12 to 18 months. Supply chain issues across copper, cooling, construction, the whole thing is under stress right now. Bloom Energy CEO KR Sridhar says they can have the power standing up faster than the data centre can even be built #ai #datacenters #bloomenergy
So Harmonic just released their Hot 25 Report on the most in-demand early-stage companies The top 3: 🥇 Resolve AI reclaims the top spot — joining Lovable as the only two companies to top the list twice 🥈 Salient skyrockets to #2, up 11 spots 🥉 Aaru rounds out the podium, as rival Simile debuts at #6 Biggest mover on the list: Brain Co - climbing 12 spots Newcomers to watch: Periodic Labs at #7, Sandstone at #19, and Jack and Jill at #25 Find the full report here: https://harmonic.ai/hot-25-startups/q3-2026 #ad #founder #startup
Bloom Energy's KR Sridhar on why natural gas, not coal, should be the bridge fuel powering the developing world. The pitch leans on America's reserves and a coalition of energy-rich allies to make it happen #20vc #usa #naturalgas
Bloom Energy founder KR Sridhar spent 25 years building a company that's now worth $93bn. His secret? He never once entertained the idea of failure "To lose is something I simply cannot contemplate. Falling down is not what I'm concerned about. It's about the getting up." 🎙️ #bloomenergy #ai #20vc
Bloom Energy founder KR Sridhar on why the market fixes itself, and why government regulation might be the real threat to innovation. 🎙️ "The only thing regulation can do is stop that innovative culture." #ai #20vc #bloomenergy
#entrepreneur #founder #ceo
KR Sridhar is the Founder and CEO of Bloom Energy, the distributed power company powering the AI revolution. Under his leadership, Bloom has grown to a market cap of approximately $93 billion, with revenue surpassing $2 billion as demand from AI data centres has surged. Over the last 12–18 months, Bloom has become one of the biggest beneficiaries of the AI infrastructure boom. It's also the largest position in Leo Aschenbrenner's investment portfolio, making up around 16% of his fund. ----------------------------------------------- Timestamps: 00:00 Intro 01:25 Fear of Failure vs Thrill of Winning 03:53 How a 25-Year-Old Company Became an AI Darling Overnight 05:46 The Andy Grove Moment That Changed How KR Leads 10:49 Empathy as a Leadership Tool 13:04 Are We in an AI Infrastructure Bubble? 14:43 When Intelligence Is Abundant, What Becomes Scarce? 15:34 The Single Biggest Bottleneck: Regulation Is Now the Enemy of Growth 18:54 The Next Big Crisis Nobody Is Talking About: Energy Poverty 20:17 Is AI Concentrating Wealth or Democratising It? 22:29 Should Governments Own Equity in the Biggest AI Companies? 26:35 Are Hyperscalers Secretly Becoming Energy Companies? 38:00 The Long-Term Vision: Hydrogen, Distributed Power & True Energy Independence 43:59 Energy Sovereignty Is More Important Than Model Sovereignty 45:35 How Oracle Became Bloom's Biggest Customer 53:18 Bloom's $20B Backlog & the Path to 2 Gigawatts 56:17 Leo Aschenbrenne, Social Media & the Vision of Electricity for All 58:53 What KR Has Changed His Mind on in the Last 3 Years 01:00:43 Quick Fire Round ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Bloom Energy on X: https://twitter.com/Bloom_Energy Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #ai #krsridhar #power #bloomenergy #electricity #aibubble #compute #datacenters