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

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

20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital

Mar 7, 2026 · 01:00:27

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✨ AI Summary

Mitchell Green debunks the SaaS apocalypse, arguing incumbents are resilient.
He discusses the dangers of leverage and lessons from past market crashes.
Key topics include why public software estimates were too high and the hidden sin of stock-based compensation.

Guests on This Episode

professor of philosophy · 3 podcast appearances

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