20VC
Searchable summaries of 20VC episodes on venture capital, startups, and operator lessons.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead?
Are SaaS Companies Cooked: Which Thrive & Which Die | Aaron Levie
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN
Marc Andreessen on The Future of VC: Will a16z Go Public & Why Introspection is Dangerous?
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman
This is why I don't believe in sales quotas | Figma CRO
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks
"Cursor is Dead" is Total BS: Here is Why | Miles Clements
Mitchell Green: Why 50% of VCs Should Not Exist
Anthropic vs The Pentagon: Who Wins? | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
Insights from Coatue's Growth Investor Lucas Swisher
OpenAI's Codex Lead: Why Coding as We Know It is Over
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World
The Ruthless Sales Culture Behind ElevenLabs Growth | Carles Reina
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Oren Zeev: 50% of Funds Will Go Out of Business & Why GPs Shouldn't Tell LPs Their Strategy
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All?
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing?
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero?
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture
The Brutal Truth About Hiring, Firing, and Building World-Class Sales Orgs | Chad Peets
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI?
