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

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• 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 01.06.2026 1ч 15мин

  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 of $10BN.  AGENDA:  True or False: Mercor lost Meta and OpenAI as a customer with the hack? Mercor has been poaching competitor talent, paying them millions?  Mercor revenue is not real revenue and is only GMV? 12:56 Would Brendan sell Mercor for $30 billion?  14:23 Why everyone is wrong that AI will lead to labor displacement? 15:59 We will create many new jobs that do not exist with AI.  16:59 Why training agents will be a massive labor category that does not exist today  19:51 Will we see the data provider market unbundle and specialize into verticals?  22:24 Is the stated revenue really revenue or is it really GMV?  27:55 How a 1 million ARR company secured one of the best investors in the world with a helicopter ride  29:41 How Felicis secured the deal of the decade with a race track and a set of Ferraris  32:59 Which investment round felt like the highest price to grow into?  34:49 Why will value accrue to the infrastructure layer, not the application layer, in the next 12 months?  35:46 Why the model is the product and why application layer companies should be scared as a result  37:22 Why network effects will be the determinant of value creation  38:46 Why the forward-deployed motion, not the GTM motion, will determine true value creation.  41:59 Why token spend within organizations is going to continue to increase  43:54 Why agent evaluation to commoditize the model layer will be a massive business for enterprises?  51:13 Why we should have increased capital gains tax  01:01:31 How to compete with $20 million a year from Meta?  01:08:49 Will Mercor go public and when?  
• 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 30.05.2026 53мин

  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 the office. ⅔ of the first 30 team members have a Corgi tattoo. This week, Corgi raised $106M, valuing the company at a whopping $2.6BN.  AGENDA:  06:35 Why going to university was a massive waste of time  09:42 Why we work seven days a week  11:58 Why we do work trials and how that is a test of people's stamina  18:41 Why we created a cafe in the biggest annoyance with San Francisco  22:00 Why I am so bullish on London  23:49 Why I haven't sold a single secondary  24:19 Why people who found companies in New York prioritise dating over their company  30:46 Biggest lessons on cash comp and equity  31:13 Team members can be split into three separate groups  34:59 Biggest lesson from Brian Chesky on price  35:44 What is the right amount of time to be fundraising for?  36:47 Good companies get deals done and what makes the best venture investors?  40:34 Why AI makes sales and marketing more valuable  43:12 Why I don't like boards and I don't think they're effective  46:19 What I would like to see more of from venture funds  48:05 Who was Corgi's first believer?    
• 20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudflare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable 28.05.2026 1ч 25мин

  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 Race? How Will it be Received? 38:28 Do Anthropic Rush Out Their IPO Also? 45:49 SpaceX S-1: "Why I Would Never Invest" 48:06 Why Colossus is a Stroke of Genius By Elon 51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX 58:04 Polsia Raises $30M at $250M Price: Is this the Peak?  01:06:08 Exa Raises at $2.2BN to Build Search for Agents 01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait  
• 20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman 26.05.2026 1ч 1мин

  Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI. AGENDA:  05:58 - Why we are not in an infrastructure bubble and it is just the start 08:00 - Sam Altman's superpower is his ability to forecast capex spend. 08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available.  10:39 - What is going on with the price of memory and why is it a problem? 16:40 - Are Google best positioned to produce tokens and what challenges do they face? 19:23 - Is Coreweave dramatically undervalued or overvalued? 24:34 - My biggest advice to entrepreneurs scaling their business  30:13 - Why most of the layoffs are AI-washed and 33:41 - What will we spend on tokens for software engineers in five years? 34:48 - Why does the role of HR change so significantly in the world of AI? 35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption 39:20 - Why Jensen and Nvidia are wrong to sell chips to China 42:49 - What needs to change in the U.S. to build a strategic asset in chips? 51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is? 53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.
• 20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan 23.05.2026 1ч 19мин

  Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the world, like Harvey, Factory to build the best sales teams in a world of AI.    Chris Degnan is a legendary technology sales leader who achieved the historic feat of scaling Snowflake from $0 to $4BN in ARR.  AGENDA: 00:00 – The $100M CRO Packages Nobody Believes Are Real 04:10 – Why Most "Elite" Salespeople Are Actually Just Order Takers 08:00 – The Secret to Hiring Killer Sales Talent at Early-Stage Startups 10:05 – 20x Quotas & The Death of Traditional Pipeline Generation 16:20 – The ARR Scam: Why Most AI Revenue Numbers Are Fake 17:45 – Why the Best Engineers Do Not Want to Be Forward Deployed Engineers 21:10 – Why Paying Everyone the Same Kills Great Sales Organisations 24:15 – Anthropic's Crazy Compensation Is Breaking the Entire Sales Market 29:00 – The Brutal Truth About Replacing CROs & Firing Sales Leaders 32:20 – Forecasting in AI Is Completely Broken 38:20 – The Fatal Mistake Founders Make Chasing Venture Valuations 39:40 – Why Most VCs Give Absolutely Terrible Sales Advice 42:10 – Global Sales From Day One: The New AI Go-To-Market Playbook 44:15 – "Anthropic Is a $5 Trillion Company" 47:40 – The Death of the Traditional SDR & The Rise of Full-Stack AI Sellers 49:00 – Consumption Pricing, Vertical AI & Why SaaS Is Getting Rewritten 52:00 – What the Best Sales Cultures Still Get Right in the AI Era    
• 20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees 21.05.2026 1ч 21мин

  AGENDA:  00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move 04:46 – Unpacking Anthropic's $30 Billion War Chest 10:52 – The True Cost of AI Tokens: Is Salesforce Spending Too Much? 15:59 – The Bear Case for Token Growth & Why Software Leaders Must Adapt 22:56 – Public Tech Rebound: Figma & Datadog Crush Expectations 26:59 – The Death of Traditional Web Builders? The Decline of Wix & Squarespace 36:59 – Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable? 45:59 – Cerebras IPO Smashes Day One: The Biggest Tech Public Debut Since Snowflake 48:17 – SpaceX Sets Date For the Largest IPO in History 57:28 – Y Combinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit 01:11:57 – The Looming Backlash: Mass Tech Layoffs and the Politics of AI 20VC: 
• 20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder 18.05.2026 1ч 29мин

  Josh Browder is my favourite emerging manager. As the Founder of Browder Capital he has been the first check into unicorns like Micro1, Owner.com and Yuzu Health to name a few. He turned his Thiel Fellowship Grant of $100K into a whopping $10M angel portfolio. All new investments move into Josh's Four Seasons Residence where he then trains them on company building. They are only allowed to leave when they raise their seed round. In addition to this, Josh is the Founder & CEO @ DoNotPay, the now profitable company that has raised $22M from Marc Andreessen and others.  AGENDA: 00:00 Why I believe young founders make the best founders 02:10 What do I look for in founders I'm investing in? 10:00 How I test for founder commitment pre-investment 11:00 What do I want to see in the childhoods of the entrepreneurs that I back? 12:05 Why I make founders live with me in my Four Seasons residence after investing 14:00 There are three reasons why pre-seed companies fail and how I solve for them 15:45 What do I look for in a team to assure me they will last? 16:50 Is $5 million post still attainable in this world? 17:15 Should we be worried about the increasing levels of fraud at the early stages? 18:10 Which Silicon Valley investor was the most impressive? 20:00 Do VCs really add value? 20:50 Does university carry less value than ever and should founders drop out if they have a dream and an idea? 24:00 The advice of one lawyer changed the entire trajectory of this multi-million dollar company 28:10 I would never invest in someone that I met over Zoom 29:20 Are all the best founders you invest in delusional? 31:10 What is the biggest benefit of being a Thiel Fellow? 36:20 The problem of accelerators and why artificial constraints can enforce quality 38:20 How we used Mark Zuckerberg's house as a viewing instrument tool to get users 41:20 My pre-seed cheque in Micro One is now worth hundreds of millions and my lessons 43:20 The biggest mistake VCs are making in assessing founders 44:10 Why I will never tell the entrepreneur what to build and why I place little value on ideas 47:00 Why kingmaking is real and why you should accept half the price from a tier one firm 49:00 My biggest lessons on reserve investing 53:00 Why price rounds are bullshit and we should do more SAFEs 54:20 What all founders need to know about signing with a VC 55:10 Single biggest advice to founders on how to get the best price 57:30 What role does not exist today that will be massive in five years' time? 59:10 Stocks are bullshit. Cash is bullshit. I put my money in land. My personal investing strategy 1:01:00 Why the Trump administration is unwaveringly good for US business 1:03:20 Why competitive markets are the best investments 1:05:40 The serendipity of San Francisco is unmatched 1:08:10 What things does no one know about Marc Andreessen that everyone should know?  
• 20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge 16.05.2026 1ч 4мин

  Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale.  AGENDA: 04:00 — You just have to survive long enough to not die 06:00 — Did USV liking music make them billions of dollars? 13:58 — The three variants of an AI native company 15:00 — How do you know if foundation models are going to kill or help you? 22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move 41:00 — Biggest lesson from Jensen Huang at Nvidia 41:00 — What Founder Mode truly means 52:00 — What the founder of Duolingo taught me about sacrifice 56:37 — If I started a company again, Elad Gill would be the one investor I go to    
• 20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets 14.05.2026 1ч 18мин

  AGENDA: 00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers. 00:10:45 — Why Anthropic is buying capacity from Elon Musk. 00:15:35 — Anthropic's massive $200B revenue commit to Google. 00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents. 00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals.  00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing. 00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo's data business. 00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap. 00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark. 00:58:30 — Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker. 01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?  
• 20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora 11.05.2026 1ч 14мин

  Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company.  AGENDA: 0:00 – How Jude Law Generated $50 Million in Qualified Pipeline 4:00 – Why Implementation is Your Secret Weapon to Win in AI 5:50 – Why AI Enterprise Sales Require "Legal Engineers" 7:45 – The 6-Figure Rule: When Should Humans Control Sales 12:55 – Is Legora Vastly Overvalued at $5.5BN?  15:45 – How to do global expansion in a world of AI 18:00 – How to Win Supremely Competitive Markets 24:45 – Why Giving Your Product Away for Free is a Death Sentence 33:55 – Legora's Onboarding and Training Playbook for Sales Teams 38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days 46:30 – How to Structure Sales Commissions in a World of AI 49:40 – How to do Revenue Forecasting in a World of AI 1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?    
• 20VC: What I Learned from 100 of the Best CEOs in the World | What I Learned from Staying with Mr Beast for 3 Weeks | How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify 09.05.2026 1ч 46мин

  Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over 60 million people and has over 1 million five-star ratings. Over 200 software and AI engineers work on Speechify which won the Apple Design award last year. AGENDA:  00:00 — Until You Hit $100K Do Not Spend on any Channel Other than Meta  04:53 — How I hacked the college system by applying to 26 universities 06:33 — The "Great Guy" yearbook prank that accidentally outed me 08:35 — What I learned from hunting down the top 100 CEOs in the world 11:51 — The "Warrior" rule: Why I force my senior leaders to edit their own ads 13:52 — Why companies are like bodybuilders: The Bulking and Cutting cycle 17:34 — I test 1,000 AI-generated ads every single day 20:13 — How I built a custom AI ad platform in just four days 23:19 — The one $3,000,000 ad I filmed in a hot tub with red headphones 32:15 — Why we will soon spend more on AI tokens than employee salaries 34:55 — "I'm disappointed in you": The 1,000-credit daily AI requirement 36:31 — How LLMs helped me find my father's cancer when doctors couldn't 41:13 — Why 40% of billionaires are dyslexic—and why you should be too 45:41 — Why I refuse to hire anyone who has worked at Google 47:05 — I flew into a war zone in Ukraine just to keep one engineer 55:49 — Why performance reviews are a total waste of time 58:32 — QA is the most valuable skill in the world (and you're probably bad at it) 01:03:59 — Why we keep our valuation and funding a total secret 01:07:51 — The "Virus" Strategy: How Logan Paul hijacked the WWE 01:11:32 — What I learned from sleeping at Mr Beast's house for three weeks 01:14:15 — How we made a 36X return on Nvidia using high-leverage options 01:23:44 — I found the hacker who stole $200k—then I hired him 01:32:45 — Why I spent 11 days sleeping in a Walmart parking lot
• 20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential 07.05.2026 1ч 31мин

  AGENDA: 00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results 04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came 15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat? 21:59 – Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets 28:50 – Palantir's Home Run: Why Big Companies Spend Big Money on AI 38:43 – Apple's Quiet Consistency & The Stealth Inflation of Memory Chips 41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration 50:50 – Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend 01:05:59 – Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market 01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries 01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"    
• 20VC: Shopify's Tobi Lütke on How AI is a Scapegoat for Mass Layoffs & What Will Labour Markets Be in the Future | Why We Need More Scrutiny on Charitable Giving, Governments are Bad at What They Do and Trump Derangement Syndrome in Canada 04.05.2026 1ч 13мин

  Tobi Lütke is the co-founder and CEO of Shopify, the global e-commerce titan with a $160 billion market cap. Under his leadership, the company generates over $7 billion in annual revenue and has seen its valuation grow nearly 100x since its 2015 IPO. Today, Shopify has over 8,000 employees and AI now generates over 50% of the Shopify's code.  AGENDA: 00:10:36 - The $160 billion CEO who did not want to be CEO. 00:11:51 - Why don't companies become public? Because it is much worse to be an untrusted public company. 00:16:53 - Why we are about to enter a golden age of entrepreneurship. 00:17:54 - Why AI is being used as a scapegoat for mass layoffs. 00:17:41 - How will labor markets change in a world of AI? 00:24:43 - Why we should praise Elon Musk so much more than we do. 00:27:59 - Why we need to place more, not less, scrutiny on charitable giving. 00:31:56 - Why we have too many charity dollars and why they are inefficient. 00:34:57 - Why governments are so bad at what they do. 00:37:27 - The Trump derangement syndrome in Canada. 00:39:51 - Why will governments regulating technology push us into the hands of the Chinese? 00:41:59 - Europe has to get rid of the bullshit green parties and go back to Prussian economics. 00:48:29 - Why is looking at the ticker such bullshit? 00:50:48 - Why young coders are not as advantaged in AI as I thought they would be. 00:53:56 - The best engineers in Shopify are not writing code anymore and the AI does it for them. 00:56:40 - The cheat code for any career from the billionaire founder of Shopify.  
• 20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist 02.05.2026 1ч 13мин

  Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a category-defining data platform, building and leading high-performing sales teams. Before that, she was an early sales leader at Heap, where she played a key role in scaling the GTM motion. AGENDA: 00:00 Why most sales reps plateau—and when you should leave your company 02:45 Should you jump from SaaS to a hot AI startup right now? 05:30 How long is too long at one company—and what great tenure actually looks like 08:00 How to read a LinkedIn profile like a world-class sales leader 13:30 The biggest hiring mistake sales leaders make (and how to catch it fast) 16:00 Titles vs salary: what actually predicts a great hire 20:00 What early-stage founders must look for in their first sales hires 24:00 How to evaluate AI startups: PMF, retention, and real signals that matter 27:00 Sales comp decoded: quota, OTE, and how to design winning incentives 33:00 How to build a high-performance sales culture (and avoid a toxic one) 41:00 What makes a true champion—and why most reps get this wrong 45:00 Weekly forecasting: how elite sales teams run pipeline reviews 50:00 Are SDRs dead? How AI is really changing outbound sales 52:00 Why every rep owns pipeline—and how top teams generate it 54:30 The future of sales productivity: AI tools, workflows, and what actually works    
• 20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before 30.04.2026 1ч 25мин

  AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model 20:30 China Blocks $2B Manus Deal — AI Cold War Escalates 34:10 Why Google May Be the Biggest Winner in AI Infrastructure 41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva 46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out 52:10 The Collapse of Private Equity Exit Routes in VC  
• 20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi 27.04.2026 1ч 20мин

  Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business in the world like it.  AGENDA:  00:00 – Why Winning (Not Fear) Drives the Best Founders 04:30 – When Money Stops Mattering: The Real Founder Motivation 07:15 – $83M CEO Payday: The Truth Behind the Headlines 10:45 – The Hidden Cost of Being a CEO: What No One Tells You 13:00 – Down 92%: How Do You Not Lose Your Mind? 17:00 – Layoffs: AI Revolution or COVID Hangover? Will the Layoffs Work? 24:30 – Why Most Companies Can't Build a Culture of A-Players 29:30 – What % of Applovin Code is AI? What Will it Be in 5 Years Time? 33:30 – Building on OpenAI: Opportunity or Existential Risk? 40:00 – The Dark Side of Short Sellers & Market Manipulation 50:00 – Do Great Founders Doubt Themselves? 52:00 – TikTok, Meta & The Future of Recommendation Engines 53:30 – The Path to a $1 Trillion Company: What Needs to Happen? 56:00 – Stock Buybacks: How to Do Them and When They Go Wrong? 59:00 – Is the SaaS Model Breaking? What Happens Now?  
• 20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad 25.04.2026 46мин

  Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by employees at 85% of Fortune 500 companies. Replit's revenue jumped from $10 million to $100 million in nine months, and the company is on track to reach $1BN in ARR by the end of 2026. AGENDA:  00:00 — Why Coding Models are Hitting a Performance Plateau 07:21 — Is Most of the Value of Replit Not Anthropic Model Quality? 10:04 — Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did? 11:58 — Why Product Quality Must Always Beat Cost Optimization 14:51 — How Do Replit Choose Which Model To Route To For Different Tasks? 24:43 — The SaaS Apocalypse: Why it is Fair and Just? 29:55 — What Will the Cost of Tokens Be in 5 Years? 31:09 — Is Cursor Dead? Debunking the Twitter Narrative 33:36 — Are IDEs Dead? 35:54 — Should Students Still Study Computer Science? 42:47 — Are US Companies Using CCP Subsidised Open-Source Chinese Models 56:59 — What Do No Founders Know About True Product-Market Fit  
• 20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0 23.04.2026 1ч 40мин

  AGENDA:  04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX. 07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense. 11:00 — 🏆 Who Won the Deal? The $60B question and why SpaceX public shareholders might be the secret losers. 15:00 — 💰 Venture Payday: What this means for the investors and the "lock-up" reality for the founders. 19:30 — 🚀 SpaceX as an AI Lab: Is Elon using $2 trillion in market cap to buy his way into the AI race?. 20:30 — ⚠️ The AI Advantage: Why high-price stocks are the ultimate weapon for massive acquisitions. 23:30 — 🏛️ The $100 Billion Prediction: Jason explains why we'll see an even bigger startup acquisition within 12 months. 33:30 — 🍎 End of an Era: Tim Cook steps down at Apple—was it a home run exit or "AI Terror"?. 37:30 — 📉 The Stealth Churn: Why Netflix, Canva, and Adobe should be terrified of YouTube and AI. 39:30 — 🦄 Anthropic Hits $1 Trillion: The "white heat" of secondary markets and the race to go public. 48:30 — 🎨 Claude Design vs. Figma: Is Anthropic's new app an existential threat to the design world?. 01:03:30 — 🔥 Rippling's God-Mode Growth: How they hit $1B in revenue while accelerating past the "SaaS is Dead" meme. 01:09:30 — 🧠 Salesforce Goes Headless: Marc Benioff's genius move to survive the AI agent revolution. 01:13:00 — 🕸️ The "Agent Fabric": The next trillion-dollar battleground for the enterprise. 01:23:30 — ⚡ Cerebras IPO 2.0: Can the "wafer-scale" chip challenger actually take on Nvidia?. 01:29:30 — 🥊 Jensen Huang vs. The Podcasters: Reacting to the legendary (and cagey) Nvidia interview. 01:34:30 — 🇬🇧 London vs. The Valley: Why 91% of AI unicorns are in the Bay Area and Harry's thoughts from the UK.  
• 20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box 20.04.2026 53мин

  Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market cap of $3.2BN. Something we discuss today… AGENDA:  00:00 — Why the Experts are DEAD WRONG About the US-China AI Race 10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job 13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years 16:45 — Is Your SaaS Tool Actually a Valueless Database in an Agentic World? 20:50 — The Cybersecurity Tsunami: Why Agents are Your Biggest Threat  25:50 — Token Maxing: What Every Company Needs to Know About Budgeting Tokens 34:55 — Is Silicon Valley Secretly Being Powered by Open-Source CCP Models? 39:15 — The Brutal Truth: Is This Generation of CEOs Too Low-IQ for AI? 46:55 — Frontier Labs: Why Aaron is Still Betting Everything on the Labs  
• 20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund 18.04.2026 1ч

  Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in boxing history with fights against Mike Tyson and Anthony Joshua. Jake is also Co-Founder of Anti Fund, where he has made investments in Ramp, Anduril, Cognition and Olipop to name a few. Geoffrey Wu is a Co-Founder and Managing Partner at Anti Fund. He previously built his career at Goldman Sachs and Point72. He is at the forefront of a new model of investing—where distribution is as powerful as capital. AGENDA: 00:00 — Why Attention is Now More Valuable Than Cash 04:36 — Inside the Secret $BN Jake Paul Business Empire 06:50 — Jake Paul's MasterClass on How to Tell Great Stories 10:50 — Why Jake Paul Is Literally Uncancelable 16:15 — The Brutal Reality of VC: Why Seed Investing is for Amateurs 25:10 — Is AI About to Make the Entire Human Race Unemployed? 33:15 — Trump Endorsed Me: Is Jake Paul Actually Running for President? 41:10 — The 60/40 Rule: How to Build an Unbreakable Relationship 44:15 — Dark Side of Greatness: Is Jake Paul a "Psychopathic" Work Addict? 50:20 — The Ultimate Choice: Boxing, Content, or Investing?