venture capital insights, startup funding, and conversations with the biggest names in VC and tech. Hosted by Harry Stebbings.
- 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 (2026-03-16)
Gokul Rajaram outlines the eight moats that provide software companies with durability and defensibility, particularly in the AI era. He also...
- 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 (2026-03-14)
Elena Verna explores Lovable's growth strategy, emphasizing trust, brand building, and the integration of AI to enhance product and marketing...
- 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 (2026-03-12)
This episode dives deep into Anthropic's legal battle with the US government, the shifting dynamics in AI and data center investments, and the...
- 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 (2026-03-09)
In this episode, Miles Clements shares insights on the evolving landscape of AI investments, emphasizing the importance of understanding both time to...
- 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 (2026-03-07)
Mitchell Green of Lead Edge Capital argues that the current fears surrounding a SaaS apocalypse are overblown and emphasizes the potential of AI,...
- 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 (2026-03-05)
This episode dives into the intense negotiation fallout between Anthropic and the Pentagon over ethical AI use in military applications, while also...
- 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 (2026-03-02)
In this episode, Eran Zinman discusses the challenges and potential future of Monday.com amid the current market sentiment questioning the value of...
- 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 (2026-02-28)
Jerry Murdock discusses the impending shift in the tech landscape driven by autonomous agents, suggesting that companies like Cursor may become...
- 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 (2026-02-26)
This episode dives into the significant market impacts following Anthropic's security release, which saw billions wiped off cybersecurity stocks, and...
- 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 (2026-02-23)
In this episode, Lucas Swisher discusses the evolving landscape of SaaS valuations amid the AI revolution, emphasizing that while price and margins...
- 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 (2026-02-21)
In this episode, Alex Embiricos discusses the impact of AI on coding, the evolution of software engineering roles, and the future demand for...
- 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? (2026-02-19)
This episode dives into the massive $30 billion funding round for Anthropic, reflecting on the momentum and interest in AI and SaaS markets. It also...
- 20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski (2026-02-16)
Sebastian Siemiatkowski discusses the transformative impact of AI on the software industry, suggesting that the cost of software creation is...
- 20Sales: Inside ElevenLabs $330M ARR Sales Machine | The 20x Sales Comp Plan Reps Must Hit | How to Land and Expand in a World of AI | Why Product-Market-Fit is BS, Reps Should Not Be in the Office and Outbound is King with Carles Reina (2026-02-14)
Carles Reina shares insights on building a successful sales machine at ElevenLabs, emphasizing the need for aggressive sales quotas and a focus on...
- 20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded (2026-02-12)
Anthropic's bold Super Bowl ads stirred debate over the role of public versus private companies in tech innovation, while Harvey's $200M raise at an...
- 20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z (2026-02-09)
Anish Acharya of Andreessen Horowitz dispels myths about the AI landscape, challenges the 'SaaS Apocalypse,' and explains why we're not in an AI...
- 20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen (2026-02-07)
Ariel Cohen discusses the challenges Navan faced after its IPO, the importance of AI in their business model, and the reasons behind building their...
- 20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation (2026-02-05)
The episode explores major market shifts, including SpaceX's acquisition of xAI, the potential collapse of SaaS markets by 2026, and significant...
- 20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy (2026-02-02)
Oren Zeev argues that the venture capital industry is facing a major shakeout, with 50% of funds potentially going out of business. He advocates for...
- 20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix (2026-01-31)
Omer Shai, CMO at Wix, shares insights on building a $100 million marketing machine by focusing on time return on investment (TROI) instead of...