The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Episodes, Guests & AI Summaries

Notable Guests

Jason Lemkin 4x

Chad Peets 3x

Beezer Clarkson 3x

Elena Verna 2x

David Frankel 2x

Ed Sim 2x

Boris Wertz 2x

Ariel Cohen 2x

Andrew Feldman 2x

Bill Gates 2x

Barry Eggers 2x

Christian Lanng 2x

David Tisch 2x

Dennis Mortensen 2x

Brendan Wallace 2x

Recent Episodes

20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum

Apr 4, 2026 · 59:18

✨ Hims & Hers valuation is $4.3BN on $2.3BN revenue, despite a recent 66% stock drop.

Andrew Dudum

59:18

20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

Apr 2, 2026 · 01:09:36

✨ Anthropic achieved $6 billion in revenue in February, fueled by the "Claude Mythos" leak.

01:09:36

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

Mar 30, 2026 · 01:12:16

✨ Andreessen discusses a16z's future, potential IPO, and $300M investment in Adam Neumann.

01:12:16

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

Mar 28, 2026 · 52:37

✨ Gili Raanan questions the venture model's sustainability and the rise of large seed rounds.

Gili Raanan

52:37

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

Mar 26, 2026 · 01:18:09

✨ Anthropic and OpenAI compete for enterprise AI dominance, with OpenAI showing signs of vulnerability.

01:18:09

20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

Mar 23, 2026 · 53:51

✨ Anduril secured a $20BN contract with the US military.

Matthew Steckman

53:51

20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

Mar 21, 2026 · 01:02:50

✨ Figma's CRO Shaunt Voskanian discusses scaling sales to $1BN ARR.

Shaunt Voskanian

01:02:50

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Mar 19, 2026 · 01:15:15

✨ NVIDIA's GTC conference highlighted AI advancements and potential for $1 trillion in revenue.

Travis Kalanick

01:15:15

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

Mar 16, 2026 · 01:18:21

✨ Gokul Rajaram discusses the 8 moats of enduring software companies.

Gokul Rajaram

01:18:21

20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna

Mar 14, 2026 · 01:09:21

✨ Elena Verna shares Lovable's $400M ARR growth strategy and product launch tactics.

Elena Verna

01:09:21

20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

Mar 12, 2026 · 01:14:09

✨ The episode contrasts Anthropic's potential with the Pentagon's needs in a supply chain war.

01:14:09

20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements

Mar 9, 2026 · 01:03:02

✨ Miles Clements discusses Accel's $4BN growth fund and investing in AI-driven companies like Cursor.

Miles Clements

01:03:02

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

✨ Mitchell Green debunks the SaaS apocalypse, arguing incumbents are resilient.

Mitchell Green

01:00:27

20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring

Mar 5, 2026 · 01:23:15

✨ The episode analyzes the Anthropic vs. Pentagon conflict and OpenAI's potential $110BN mega-round.

01:23:15

20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman

Mar 2, 2026 · 01:09:55

✨ Monday.com CEO Eran Zinman discusses six major threats to his company's business.

Eran Zinman

01:09:55

20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners

Feb 28, 2026 · 01:01:05

✨ Jerry Murdock discusses the impending AI tsunami and its disruptive potential.

Jerry Murdock

01:01:05

20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark

Feb 26, 2026 · 01:20:09

✨ The episode covers Anthropic's market impact and Citrini Research's analysis of agents and consumer spend.

Jack Altman

01:20:09

20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

Feb 23, 2026 · 01:06:43

✨ Lucas Swisher explains Coatue's $70BN machine, emphasizing price and mega markets.

Lucas Swisher

01:06:43

20VC: Codex vs Claude Code vs Cursor: Who Wins, Who Loses | Will All Coding Be Automated - Do We Need PMs | The Real Bottleneck to AGI | The Three Phases of Agents and What You Need to Know with Alex Embiricos, Head of Codex at OpenAI

Feb 21, 2026 · 01:03:44

✨ Alex Embiricos from OpenAI discusses the future of coding automation and AI.

Alex Embiricos

01:03:44

20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?

Feb 19, 2026 · 01:34:11

✨ The episode details Anthropic's $30BN raise and Thrive's new $10BN fund.

01:34:11

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

Notable Guests

Recent Episodes

Track New Episodes & Guest Appearances