20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down
18 Sep 2025
Contributed by Lukas
AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table t...
20VC: Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World | How to Think About Margins and Revenue Sustainability in AI | Why Evaluation Benchmarks in AI are BS Today with Brendan Foody
15 Sep 2025
Contributed by Lukas
Brendan Foody is the Co-Founder and CEO @ Mercor, the fastest growing company in history. The compan...
20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
12 Sep 2025
Contributed by Lukas
Amit Bendov is Co-Founder & CEO of Gong, the leading AI-sales platform. The company has raised about...
20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral at $14BN Valuation
11 Sep 2025
Contributed by Lukas
AGENDA: [00:05] Musk’s $1 Trillion Pay Package: The Breakdown? [00:15] Scale, Windsurf: Are Founde...
20VC: ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup | The Real Cost of AI from Talent to Data Centres | How US VCs are in a Different League to Europeans | The Future of Foundation Models with Mati Staniszewski
08 Sep 2025
Contributed by Lukas
Mati Staniszewski is the Co-Founder and CEO of ElevenLabs, the world’s leading AI voice platform. ...
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
05 Sep 2025
Contributed by Lukas
Alex Schultz is the Chief Marketing Officer and VP of Analytics at Meta, where he has spent nearly t...
20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more
04 Sep 2025
Contributed by Lukas
Agenda: 04:00 – Anthropic Raises $13BN: The Analysis? 19:00 – Is Zuck’s $14BN Scale bet the bi...
20VC: Cohere Founder on How Cohere Compete with OpenAI and Anthropic $BNs | Why Counties Should Fund Their Own Models & the Need for Model Sovereignty | How Sam Altman Has Done a Disservice to AI with Nick Frosst
01 Sep 2025
Contributed by Lukas
Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the en...
20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi
29 Aug 2025
Contributed by Lukas
Jason James is the Co-Founder of Tezi and one of the leading product minds in the valley. Prior to T...
20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff
28 Aug 2025
Contributed by Lukas
AGENDA: 00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud Wa...
20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter
25 Aug 2025
Contributed by Lukas
Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors....
20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker
21 Aug 2025
Contributed by Lukas
Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actua...
20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit vs Lovable vs Bolt: What Happens
18 Aug 2025
Contributed by Lukas
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just ...
20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
15 Aug 2025
Contributed by Lukas
Max Junestrand is the Co-Founder and CEO @ Legora, the collaborative AI powering the next generation...
20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |
14 Aug 2025
Contributed by Lukas
AGENDA: 00:04 – Was GPT-5 the Biggest AI Letdown Yet? 00:17 – Is OpenAI’s Real Target Anthropi...
20VC: Figma, Scale, Wiz: Inside Index's Decacorn Factory | Decision-Making, Investment Process, Biggest Lessons, Biggest Misses | Why Gross Margin is a Fallacy at Seed | Never Turn Down a Deal on Price with Martin Mignot, Partner @ Index Ventures
11 Aug 2025
Contributed by Lukas
Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In th...
20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
08 Aug 2025
Contributed by Lukas
Peter Rahal is the Co‑Founder & CEO of David Protein, the highest protein‑to‑calorie ratio for...
20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and GPs
07 Aug 2025
Contributed by Lukas
Agenda: 00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma 02:30 – Fidelity v...
20VC: Inside Carnegie Mellon's $4BN Endowment | Why 90% of LPs Shouldn't Invest in VC | The $140BN Problem with Multi-Stage Funds | The Hidden Math Behind DPI, TVPI, and Illiquidity with Miles Dieffenbach
04 Aug 2025
Contributed by Lukas
Miles Dieffenbach is Managing Director of Investments at Carnegie Mellon University, where he helps ...
20Sales: $0-$4BN: The Databricks CRO’s Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
01 Aug 2025
Contributed by Lukas
Ron Gabrisko is the Chief Revenue Officer at Databricks, where he joined in 2016. Under his leadersh...
20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?
31 Jul 2025
Contributed by Lukas
Agenda: 00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal) 04:57 - “I Wo...
20VC: a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues | Cursor vs Replit vs Lovable: Who Wins and Who Loses | The One Sin in AI Investing | Why Open Source is a National Security Risk with China
28 Jul 2025
Contributed by Lukas
Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a...
20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
27 Jul 2025
Contributed by Lukas
Fernando Fanton is one of the most respected product leaders in Europe, having held Chief Product Of...
20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO Breakdown: Where Does it Price?
24 Jul 2025
Contributed by Lukas
Agenda: 00:00 – Did Jason Just Kill Replit? 03:45 – Why Claude Lies To You and Cannot Be Trust...
20VC: Scaling to $1BN+ in Revenue with No Funding: Surge AI | The Most Insane Scaling Story in Tech |
21 Jul 2025
Contributed by Lukas
Edwin Chen is the Founder and CEO of Surge. Founded in 2020, Surge has scaled to $1BN+ in revenue wi...
20VC: Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale | Did Google Overlook a Goldmine in the Core Asset and Did Founders Leave a Sinking Ship | How Cursor and Cognition Deal with Ever Increasing Reliance on Anthropic
18 Jul 2025
Contributed by Lukas
Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI so...
20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?
17 Jul 2025
Contributed by Lukas
Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Co...
20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace Banking Rails
14 Jul 2025
Contributed by Lukas
Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In...
20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
11 Jul 2025
Contributed by Lukas
Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy ...
20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire
10 Jul 2025
Contributed by Lukas
Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why...
20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect & How it Makes Young Men Radical
07 Jul 2025
Contributed by Lukas
Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. H...
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
03 Jul 2025
Contributed by Lukas
AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of ...
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise
30 Jun 2025
Contributed by Lukas
Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fu...
20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep-Led Sales with Kim Graves
27 Jun 2025
Contributed by Lukas
Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts acro...
20VC: Nat Friedman and Daniel Gross Bought with Zuck's $100BN AI Budget | Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens | Why Larry Ellison is the Smartest Man in Tech | Substance or Sizzle: What is Real and What is BS in AI
26 Jun 2025
Contributed by Lukas
Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - ...
20VC: The Wild Story Raising $450M From Masa and Softbank | Why My Biggest Mistakes Came From Listening to VCs | Why 100 VCs Turned Us Down | Why European Founders Are Tougher Than US Founders with Johannes Reck, GetYourGuide
23 Jun 2025
Contributed by Lukas
Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday t...
20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo
20 Jun 2025
Contributed by Lukas
Cem Kansu is the Chief Product Officer at Duolingo, where he leads product strategy for over 90 mill...
20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind: Are Incumbents Losing Ground
19 Jun 2025
Contributed by Lukas
Agenda: 00:00 – Meta’s $14.8B Deal for Scale: The Analysis 05:40 – Will Scale Lose Their $800M...
20VC: How We Made $800M on Coursera | We Lost Money on Uber and Made Money on Lyft | We Did 3x on Postmates in 18 Months | DPI is King, MOIC is BS | We Dodged Theranos and I Still Lost Millions with Larry Aschebrook @ G Squared
16 Jun 2025
Contributed by Lukas
Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stor...
20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever | Cursor Now 20% of SaaS Spend and the SaaS Slowdown
12 Jun 2025
Contributed by Lukas
Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle...
20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will Take Control of AI with Micha Kauffman
09 Jun 2025
Contributed by Lukas
Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance service...
20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
06 Jun 2025
Contributed by Lukas
Matt Pohlson is the co-founder and Chairman of Omaze, the most insane story in startups that you hav...
20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund
05 Jun 2025
Contributed by Lukas
Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Les...
20VC: Windsurf Founder on Will Model Companies Own the App Layer | Why Moats Do Not Exist in a World of AI | Why the Notion of Single Person $BN Companies is BS | Lovable vs Bolt & Cursor vs Windsurf: How Does it All End with Varun Mohan
02 Jun 2025
Contributed by Lukas
Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a milli...
20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner
30 May 2025
Contributed by Lukas
Kyle Norton is the Chief Revenue Officer at Owner.com, where he scaled revenue from $2M to $40M ARR ...
20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture
29 May 2025
Contributed by Lukas
Agenda: 00:00 – Why “Fund Returners” Are a Myth in Late-Stage VC 05:02 – Builder.ai Implodes...
20VC: The Most Insane Story in Startups: Airwallex: The Angel That Turned $1M into $1BN | The Fund That Pulled a Term Sheet & Lost $1BN | Rejecting Stripe's $1.2BN Offer | Scaling to $1BN in Revenue & 100% YoY Growth for 8 Years with Jack Zhang
27 May 2025
Contributed by Lukas
Airwallex is the most insane story in startups: The best angel investment ever: The angel that turn...
20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
23 May 2025
Contributed by Lukas
Luke Harries is Head of Growth at ElevenLabs, where he leads marketing, product, engineering, and de...
20VC: Chime IPO: The Breakdown | Why Fund Returners Are Not Enough & Seed is for Suckers | Are IPOs Dead & The Future of the Late Stage Private Market | Rippling vs. Deel Lawsuit: WTF Happens Now?
22 May 2025
Contributed by Lukas
Agenda: 04:34 Chime's IPO Announcement: Who Wins & Who Loses 06:28 The Lopphole That Means Chime H...
20VC: Duolingo Co-Founder on Why $3M is Harder than $100M to Raise | Why You Should Always Take Tier 1 VCs Even at Worse Terms | Why Europe Can't Win Unless the US Screws Up | How AI Impacts the Future of Work and Education with Severin Hacker
19 May 2025
Contributed by Lukas
Severin Hacker is the Co-Founder and CTO of Duolingo, the world’s most downloaded education app wi...
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
16 May 2025
Contributed by Lukas
Yuhki Yamashita is the Chief Product Officer at Figma, where he leads the development of one of the ...
20VC: Tiger Global Saved by OpenAI | Coatue's New Fund: Hype or Substance | Why SBF is the Greatest Investor of the Last 5 Years | Why Big Funds are Investing in Perplexity
15 May 2025
Contributed by Lukas
Items Mentioned in Today’s Episode: 04:11 Owner’s New $120M Round at $1BN 06:05 Why Series A is ...
20VC Exclusive: Mercury Founder Launches First $26M Fund | Why Founders Should Take the Highest Price | Why Serial Entrepreneurs are Better | Why AI Is So Overhyped | The Future of Venture Capital with Immad Akhund
12 May 2025
Contributed by Lukas
Immad Akhund is the CEO of Mercury. Launched in 2019, Mercury has raised $500M in funding from Sequo...
20VC: Four Traits of the Most Successful Founders | How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong | Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment
09 May 2025
Contributed by Lukas
Eléonore Crespo is the Co-Founder and CEO @ Pigment, one of Europe’s fastest-growing companies. W...
20VC: Benchmark vs a16z: Why Stage Specific Firms Win | Windsurf Sells For $3BN | Decagon Raises at 100x ARR | Do Mega Funds Win the Future of VC | What Does Harvard's Losing Their For-Profit Status Mean for VC
07 May 2025
Contributed by Lukas
Today’s Topics: 04:44 Analysis of $3 Billion Windsurf Acquisition 12:39 Will Mega Funds Win the Fu...
20VC Exclusive: Why Mega Platforms Will Win in VC | Why You Cannot Do VC If You Do Not Do Pre-Seed | Why Market Sizing is BS | Where Will Foundation Models Build/Buy Apps vs Where Will They Not with Bucky Moore
05 May 2025
Contributed by Lukas
Bucky Moore is a Partner @ Lightspeed Venture Partners, announced exclusively in the show today on 2...
20Sales: Sierra: Inside Silicon Valley's Fastest Growing Sales Machine & How to Prospect, Outbound and Close Enterprise Deals in AI
02 May 2025
Contributed by Lukas
Reggie Marable is the Head of Global Sales at Sierra, a conversational AI platform for businesses. S...
20VC: Why Fund Returners Are Not Enough Anymore | Why Sequoia Had the Best Strategy at the Worst Time | What it Takes to Be Good at Series A and B Today | Benchmark Leads Manus Round: Should US Funds Invest in Chinese AI
01 May 2025
Contributed by Lukas
In Today’s Episode We Discuss: 03:56 Why The Risk Lever Has Been Turned Higher than Ever in VC 06:...
20VC: VCs are Spreadsheet Monkeys and are Commoditised | Why Fees and Carry Misalign GPs and LPs | Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds | Why We Need European Sovereignty More Than Ever with Taavet Hinrikus
28 Apr 2025
Contributed by Lukas
Taavet Hinrikus is a Partner at Plural, the early-stage fund that backs the most ambitious founders ...
20Growth: Inside Kraken’s $1.5BN Growth Playbook: What Works, What Doesn’t and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
25 Apr 2025
Contributed by Lukas
Mayur Gupta is currently the CMO at Kraken, one of the largest crypto platforms in the world. Prior...
20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing
24 Apr 2025
Contributed by Lukas
In Today’s Show We Discuss: 04:49 Breaking Down the $3BN Windsurf Acquisition 06:18 Why Sam Altm...
20VC: Do Rich Founders Make Better Founders | The Best Performing Fund Would Only Back YC Founders on Their Second Time | Why SPACs Will Come Back | Why Short Sellers Should Be Banned | Is Trump Better for Business than Biden with Jason Wilk @ Dave
21 Apr 2025
Contributed by Lukas
Jason Wilk is the Founder and CEO of Dave, the greatest turnaround in the public markets of the last...
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
18 Apr 2025
Contributed by Lukas
Rich Socher is the Founder and CEO of You.com. Richard previously served as the Chief Scientist and ...
20VC: Why Seed is for Suckers | a16z's $20BN Fund & Founders Fund's $4.6BN: What Makes Them So Good | Why Josh Kushner Is the Master of Venture Capital Strategy | Why Extended Private Markets Screw US Citizens with Jason Lemkin and Rory O'Driscoll
17 Apr 2025
Contributed by Lukas
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the ...
20VC: Benchmark's Victor Lazarte on Why Portfolio Construction is BS| Why SaaS Spreadsheet Investing is Dead | Why China is a Stabilising Force for the US | Three Traits All the Best Founders Have & The Lie All Big Tech Companies Have Been Telling
14 Apr 2025
Contributed by Lukas
Victor Lazarte is a General Partner @ Benchmark, one of the mot renowned venture firms in the world....
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
11 Apr 2025
Contributed by Lukas
Aatish Nayak is the Head of Product at Harvey where he oversees product vision, strategy, design, an...
20VC: How to Fix the UK Tech Ecosystem | Why We Need to Flood the UK with Venture Capital | What the UK Can Learn From Sequoia, Stripe and Norway | Why Now is the Time to be Bullish on China & Lessons from Jensen Huang with Tom Hulme & Stan Boland
10 Apr 2025
Contributed by Lukas
Tom Hulme is a General Partner @ GV and leads GV’s European investing. He has led rounds in Monzo,...
20VC: Carvana CEO on Buiding a $50B Company, Losing 99% and Coming Back | Ernest Garcia: Inside the Mind of the Most Misunderstood CEO in America
07 Apr 2025
Contributed by Lukas
Ernest Garcia is the Co-Founder and CEO @ Carvana. Under Ernie’s leadership, Carvana went from a b...
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital
Fri, 04 Apr
Contributed by Lukas • Default Dataset
Nabeel Hyatt is a General Partner @ Spark Capital, one of the leading firms of the last decade with ...
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital
04 Apr 2025
Contributed by Lukas
Nabeel Hyatt is a General Partner @ Spark Capital, one of the leading firms of the last decade with ...
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
04 Apr 2025
Contributed by Lukas
Ishan Mukherjee is the Co-Founder/CEO of Rox, a Sequoia-backed AI-powered sales productivity platfor...
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
03 Apr 2025
Contributed by Lukas
Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break dow...
20VC: Microsoft CTO on Where Value Accrues in an AI World | Why Scaling Laws are BS | An Evaluation of Deepseek and How We Underestimate the Chinese | The Future of Software Development and The Future of Agents with Kevin Scott
31 Mar 2025
Contributed by Lukas
Kevin Scott is the CTO of Microsoft, where he leads the company’s AI and technology strategy at gl...
20VC: Will Revolut and Monzo List in the UK | How Does London Compete Against the US To Win The Best UK IPOs | Are UK Public Companies Punished on Price for Listing in London | The Myths and the Reality of The London Stock Exchange with CEO, Julia Hoggett
28 Mar 2025
Contributed by Lukas
Dame Julia Hoggett is the CEO of the London Stock Exchange. Julia previously worked at the UK’s Fi...
20VC: Why Traditional VC is Broken: How VCs Learned Nothing from 2021 | Why LPs are More Important than Founders & Advice to Emerging Managers | Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital
28 Mar 2025
Contributed by Lukas
Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led ...
20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg
27 Mar 2025
Contributed by Lukas
Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 ...
20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman
24 Mar 2025
Contributed by Lukas
Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in...
20VC: Selling Drift for $1.2BN is the Biggest Failure: What No One Tells You About Selling Your Company | Why Incumbents Are Slower & Worse Than Ever | Why the Most Valuable Companies in a World of AI Will Not Have More Than 100 People with Elias Torres
21 Mar 2025
Contributed by Lukas
Elias Torres is the Co-Founder and CEO of Agency, the AI agent for customer success teams. Prior to ...
20VC: The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions | Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault | The Bull Case for Bytedance | How Anduril Could Be a $200BN Company with Peter Singlehurst
19 Mar 2025
Contributed by Lukas
Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide...
20VC: HubSpot CEO on Where Value Accrues in SaaS AI | How HubSpot Competes Against Salesforce | Why B2B Is Not a Winner Take All Market | How to Go From SMB to Enterprise an Win | How SEO Dying Changes HubSpot's Business with Yamini Rangan
18 Mar 2025
Contributed by Lukas
Yamini Rangan is the CEO at HubSpot. The $32BN juggernaut that has revenues of $2.6BN, over 247,000 ...
20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
14 Mar 2025
Contributed by Lukas
Matt Biilmann is the Co-Founder and CEO @ Netlify. Under his leadership, Netlify has become one of ...
20VC: Lessons from Investing $2BN and Returning $8BN in Cash | Why Most Venture Partnerships are Broken | We Sold Salesforce Early and Lost Out on Billions | Are The Best Deals Always Expensive and Competitive with Jake Saper @ Emergence Capital
10 Mar 2025
Contributed by Lukas
Jake Saper is a General Partner @ Emergence Capital, one of the leading venture firms of the last 20...
20Sales: Everything You Know About Sales Playbooks is Wrong | How to Hire and Train Your First Sales Hires | How to Crush Pipeline and Deal Reviews as a Team | How to Structure Sales Teams and Sales Comp Plans with Julian Teixeira, CRO @ 1Password
07 Mar 2025
Contributed by Lukas
Julian Teixeira is the Chief Revenue Officer at 1Password, where he has grown B2B revenue over 8x an...
20VC: Lovable on Hitting $17.5M in ARR in 3 Months | Adding $2.1M ARR Every Week | Hitting 85% Day 30 Retention: Better than ChatGPT | The Story of Europe's Fastest Scaling Company with Anton Osika
05 Mar 2025
Contributed by Lukas
Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing startup in Europe. With Lovable...
20VC: Anthropic CPO Mike Krieger: Where Will Value Be Created in a World of AI | Have Foundation Models Commoditized | When Do Model Providers Become Application Providers | What Anthropic Learned from Deepseek
03 Mar 2025
Contributed by Lukas
Mike Krieger is the Co-Founder of Instagram and now CPO @ Anthropic. In Today’s Episode with Mik...
20Growth: Inside Ramp's Growth Engine: How Ramp Became the Fastest Growing SaaS Company Ever | What Worked & What Did Not Work | How to Hire for Growth | How to Find Alpha in Channels Where No One Else Can with George Bonaci
Fri, 28 Feb
Contributed by Lukas • Default Dataset
George Bonaci is the VP of Growth at Ramp, where he’s helping one of the fastest-growing fintech c...
20Growth: Inside Ramp's Growth Engine: How Ramp Became the Fastest Growing SaaS Company Ever | What Worked & What Did Not Work | How to Hire for Growth | How to Find Alpha in Channels Where No One Else Can with George Bonaci
28 Feb 2025
Contributed by Lukas
George Bonaci is the VP of Growth at Ramp, where he’s helping one of the fastest-growing fintech c...
20VC: The Insane Story of Glovo: Selling 30% of the Company for €100K | The McDonalds Deal That Saved Them | Running out of Money Three Times | Burning $1M Per Day | Being Acquired for $2.2BN with Oscar Pierre, Founder @ Glovo
Wed, 26 Feb
Contributed by Lukas • Default Dataset
Oscar Pierre is the Founder and CEO @ Glovo, the food delivery site that will get you anything you w...
20VC: The Insane Story of Glovo: Selling 30% of the Company for €100K | The McDonalds Deal That Saved Them | Running out of Money Three Times | Burning $1M Per Day | Being Acquired for $2.2BN with Oscar Pierre, Founder @ Glovo
26 Feb 2025
Contributed by Lukas
Oscar Pierre is the Founder and CEO @ Glovo, the food delivery site that will get you anything you w...
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
Mon, 24 Feb
Contributed by Lukas • Default Dataset
Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performanc...
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
24 Feb 2025
Contributed by Lukas
Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performanc...
20VC Exclusive: Mercor Raises $100M at a $2BN Valuation: Scaling to $70M in ARR in 24 Months | 9-9-6: 9AM-9PM - 6 Days Per Week: The Most Intense Culture in Silicon Valley | The Future of Programming, Models and Data with Adarsh Hiremath
Thu, 20 Feb 2025 07:07:00 +0000
Contributed by Lukas • Default Dataset
Adarsh Hiremath is the Co-Founder and CTO @ Mercor, an AI recruitment platform and one of the fastes...
20VC Exclusive: Mercor Raises $100M at a $2BN Valuation: Scaling to $70M in ARR in 24 Months | 9-9-6: 9AM-9PM - 6 Days Per Week: The Most Intense Culture in Silicon Valley | The Future of Programming, Models and Data with Adarsh Hiremath
20 Feb 2025
Contributed by Lukas
Adarsh Hiremath is the Co-Founder and CTO @ Mercor, an AI recruitment platform and one of the fastes...
20VC: NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft's Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq
17 Feb 2025
Contributed by Lukas
Jonathan Ross is the Founder & CEO of Groq, the creator of the world’s first Language Processing...
20VC: From Penniless Printing Shop Offices to Public Company and One of the Largest Entertainment Companies: The Story of LADbible | The Future of Content & Social Media | US vs Europe: Is Europe F****** with Solly Solomou
14 Feb 2025
Contributed by Lukas
Founder and CEO of LADbible Group, Solly Solomou has built one of the largest and most engaged digit...
20VC: Monzo: The Greatest Turnaround in Tech: From £40M Revenues, Layoffs, Downrounds and Low Employee NPS to $1BN in Revenue, Profitable and 10M Customers with TS Anil, CEO @ Monzo
Thu, 13 Feb 2025 17:54:00 +0000
Contributed by Lukas • Default Dataset
TS Anil is the CEO @ Monzo, where he has been the mastermind behind the greatest turnaround in tech ...
20VC: Monzo: The Greatest Turnaround in Tech: From £40M Revenues, Layoffs, Downrounds and Low Employee NPS to $1BN in Revenue, Profitable and 10M Customers with TS Anil, CEO @ Monzo
13 Feb 2025
Contributed by Lukas
TS Anil is the CEO @ Monzo, where he has been the mastermind behind the greatest turnaround in tech ...
20VC: The $5BN Company Built from the Belgian Countryside | The Story of Odoo: The Company with No Plans to Sell, IPO & Their Billionaire Founder Who Does Not Care About Money with Fabien Pinckaers, Founder & CEO @ Odoo
12 Feb 2025
Contributed by Lukas
Fabien Pinckaers is the Founder & CEO of Odoo, one of the most incredible businesses that you might ...
20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO
10 Feb 2025
Contributed by Lukas
Sridhar Ramaswamy is the CEO @ Snowflake, the $60BN public company with $3.5BN in revenue growing 30...
20Product: Product Secrets Behind Uber and Opendoor | How AI Changes the Role of the PM & The Product Development Process | How to Hire the Best Product Teams & What No One Does That Everyone Should Do with Brian Tolkin
07 Feb 2025
Contributed by Lukas
Brian Tolkin is the Head of Product @ Opendoor where he has spent the last 6 years and is responsibl...