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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch Harry Stebbings Daily Prayer (BCP 1662) Daily Prayer (BCP 1662) Rev Vincent Murphy Discovering The Jewish Jesus Audio Podcast Discovering The Jewish Jesus Audio Podcast Rabbi Schneider Por el Placer de Vivir con el Dr. Cesar Lozano Por el Placer de Vivir con el Dr. Cesar Lozano Uforia Podcasts Mortgage 101 with Clinton Wilkins Mortgage 101 with Clinton Wilkins Clinton Wilkins Mortgage Team SBS Mandarin - SBS 普通话电台 SBS Mandarin - SBS 普通话电台 SBS Heal Squad x Maria Menounos Heal Squad x Maria Menounos Heal Squad Everything Everywhere Daily: History, Science, Geography & More Everything Everywhere Daily: History, Science, Geography & More Gary Arndt Packernet Podcast: Daily Green Bay Packers Podcast Packernet Podcast: Daily Green Bay Packers Podcast AC Sports Les Grosses Têtes Les Grosses Têtes RTL Catholic Inspiration Catholic Inspiration Fr. Andrew Ricci Talking Heads - a Gardening Podcast Talking Heads - a Gardening Podcast Lucy Chamberlain and Saul Walker Matter of Facts and Raising Values Podcast Matter of Facts and Raising Values Podcast Phil Rabalais Andrew Bobo Nic Emricson WhatCulture Wrestling WhatCulture Wrestling WhatCulture.com Shan and RJ Shan and RJ Audacy Rapid Response Rapid Response WaitWhat 94WIP Morning Show with Joe DeCamara and Jon Ritchie 94WIP Morning Show with Joe DeCamara and Jon Ritchie Audacy The Fox News Rundown The Fox News Rundown FOX News Podcasts The Sports Junkies The Sports Junkies Audacy The Lawfare Podcast The Lawfare Podcast The Lawfare Institute Stuff You Should Know Stuff You Should Know iHeartPodcasts NBTV: Your Money, Your Data, Your Life NBTV: Your Money, Your Data, Your Life Naomi Brockwell Life-Study of 1 & 2 Chronicles with Witness Lee Life-Study of 1 & 2 Chronicles with Witness Lee Living Stream Ministry 94WIP Middays with Hugh Douglas and Joe Giglio 94WIP Middays with Hugh Douglas and Joe Giglio Audacy John Solomon Reports John Solomon Reports John Solomon Ilustríssima Conversa Ilustríssima Conversa Folha de S.Paulo This Week in Retro This Week in Retro Chris from 005 AGIMA, Jason from The Retro Adventurers, Dave and Duncan Styles The Redmen TV - Liverpool FC Podcast The Redmen TV - Liverpool FC Podcast The Redmen TV Next Level University Next Level University Kevin Palmieri and Alan Lazaros The GMAT® Strategy Podcast The GMAT® Strategy Podcast The GMAT® Strategy Роман Цимбалюк подкаст Роман Цимбалюк подкаст Roman TsymbaIiuk Civics & Coffee: A History Podcast Civics & Coffee: A History Podcast Alycia Asai Inteligência Ltda. Inteligência Ltda. Rogério Vilela The New Statesman Podcast, Subscriber Only Edition The New Statesman Podcast, Subscriber Only Edition The New Statesman Sternstunde Philosophie Sternstunde Philosophie Schweizer Radio und Fernsehen (SRF) The Determined People Podcast The Determined People Podcast John Harrell Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds) Heath Armstrong
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

All

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

Harry Stebbings

20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean

July 11, 2026 2:07am 54 min

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-foun...

20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

July 09, 2026 2:07am 1:23

AGENDA: 05:00 Washington Just Put Frontier AI on a Leash 06:30 Sam Altman's Wild 5% Government Stake Idea 19:00 The AI Funding Bubble: Why Founders No Longer Fear Dilution 28:00 Alex Karp's Brutal Warning: Enterprises Do...

20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV

July 06, 2026 2:07am 1:09

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 ...

20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra

July 04, 2026 2:07am 1:08

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, B...

20VC: Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO | Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups

July 02, 2026 2:07am 1:17

AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 Dario Escalates the AI War with China & Open-Source 22:00 Should th...

20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar

June 29, 2026 2:07am 1:00

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 ...

20VC: How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong | Why 1-1s are BS and What Every Founder Gets Wrong About Equity | Why Taste Beats AI But How AI Kills Org Charts with Paul Erlanger, CEO @ fomo

June 27, 2026 2:08am 57 min

Paul Erlanger is the Co-Founder and CEO of FOMO, the social-first trading platform building the future of on-chain investing. Since founding the company in 2025, Paul has raised approximately $94 million, including a $17...

20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners

June 25, 2026 2:07am 1:24

AGENDA: 00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War 14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance 27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood' 30:00 –...

20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

June 22, 2026 2:07am 1:14

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225...

20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

June 20, 2026 2:07am 1:18

Ryan Peterson is the Founder & CEO @ Flexport, the logistics darling of the venture capital world that has raised $900M+ with the last round valuing the company at $8BN. Today, the company does $450M in revenue growing 3...

20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

June 18, 2026 2:07am 1:25

AGENDA: 00:00 — SpaceX Completes the Largest IPO in History 03:45 — Elon Musk Adds a Warren Buffett Fortune in 24 Hours 20:45 — Anthropic's Claude Fable Launches Monday, Gets Banned by Thursday 25:00 — Washington Declar...

20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

June 15, 2026 2:09am 1:20

Aravind Srinivas is the Founder and CEO of Perplexity, one of the fastest-growing AI companies in the world. Since the start of the year, Perplexity has tripled revenue to well over $500M in ARR. Aravind has raised over ...

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

June 13, 2026 2:07am 1:21

Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last r...

20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral

June 11, 2026 2:07am 1:13

AGENDA: 00:00 – SpaceX Launches the Largest IPO Roadshow in History at $1.77T Valuation 05:00 – Did Elon Break the IPO Playbook? The High-Risk Pricing Strategy Explained 12:00 – Will SpaceX Create a New Generation of Ve...

20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

June 08, 2026 2:07am 1:06

Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates some of the largest AI compute clusters globally and serves le...

20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora

June 06, 2026 2:07am 54 min

Jacob Lauritzen serves as the CTO at Legora, the fastest growing B2B enterprise company in history; hitting $100 million in ARR in just 18 months . Legora boasts a valuation of $5.6BN and has raised a total of $866 mill...

20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

June 04, 2026 2:07am 1:35

AGENDA: 00:00:00 — Private Markets Are "F***ing Done" & The Shift to Heavy CapEx 00:00:46 — Anthropic Files to Go Public  00:04:59 — Will the Anthropic IPO Break the Startup Ecosystem? 00:06:22 — The "Billion-Dollar Posi...

20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody

June 01, 2026 2:07am 1:15

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation ...

20VC: Corgi Insurance: The Most Intense Workplace Culture in America: 7 Days Per Week, Founder Sleeps in Office, Corgi Cafe Open 24 Hours a Day, 60% of First 30 Employees Have Corgi Tattoos | The Journey from $0 to $2.6BN Valuation in Just 2 Years

May 30, 2026 2:07am 53 min

Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America. The team works 7 days per week. The founder sleeps in th...

20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

May 28, 2026 2:07am 1:25

AGENDA:  05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat!  10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI 25:26 The Layoffs Continue: ClickUp and Cloudflare 34:39 OpenAI S1: Is it a...

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