20VC with Harry Stebbings
FollowEverything 20VC personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"I think there's a chance that Cursor loses half of their revenue this year with the cannibalization of them by Claude code. I don't know anyone who's not moved to Claude code."
"I haven't logged into Salesforce in 6 months, but we use it every minute. Our agents use it every minute."
"We're buying Mac minis we're buying Mac studios that can run a full model on the Mac"
"The $4,000 or $6,000 Mac max studios"
"He uses 11 Labs as part of the voice for one of his games. And he said, 'This will be the year where we see the true substitution of AI products based on price.'"
"I have a self-playing piano from Steinway and that is amazing, but I don't get to use it at all. Like, it's fantastic. Look it up. It's amazing."
"Dude, I love Suno. I actually sent Nick at Revolut a song to get him to come on the show"
"I think it's fascinating because everything that Travis said in the early days at Uber has become true. I mean, I take Waymo all the time. I will only time I'll ever take an Uber is if I have to."
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"The only place anthropic is weak is consumer. So of all the things they could have done in the Super Bowl, say the engineers's pal, the the product guy's buddy, all the things they could say how he revolutionized product creation, they talk about the one area they fail"
"you should go to Bosch or you should go to Seammens or you should go to HSBC"
"I've lost a billion dollars not investing in Deel seed round. I thought I knew the payroll market better and so I was like duh no"
"A month ago, I was looking at Duolingo going, 'Wow, what a buying opportunity.' And the lesson I have on Duo is, 'Wow, there really is no floor.'"
"Figma make is a failure. They should own product prototyping and development but they don't"
"Figma Make is a failure and I don't mean to be dramatic but I think folks at Figma if they're honest would agree like they thought this was revolutionary"
"you should go to Bosch or you should go to Seammens or you should go to HSBC"
"Mercor obviously a data provider to some of the largest companies in the world, most notably Meta who they have since reportedly lost part or all of them being a customer"
"Microsoft. Now the second largest market cap loss ever. They lost $360 billion in market cap in a day. So what's the problem there? It looks like OpenAI overexposure is now seen as a big negative."
"It looks like OpenAI overexposure is now seen as a big negative"
"Oracle getting rid of 20 to 30,000 employees via a 6 a.m. email"
"you should go to Bosch or you should go to Seammens or you should go to HSBC"
"We move to open AI killing Sora."
All recommendations
"One that I'm not an investor in that I know that we use is called Artisan, which is just an AI SDR tool and more. They did 2 million last month."
"Is that like simply using artisan qualified Monaco and having like AI SDRs do outbound for you?"
"All of our developers is using cloud code and Cursor. So, I don't think there's any company that's pushing AI efficiency more than we do."
"what you should be doing is coding with Cursor and building things yourself"
"then cursor is selling it again and recognizing the revenue right"
"when you look at like the switch from cursor to claw code for a lot of developers, it's almost been overnight for a lot of them."
"Cursor is going to build specialized coding models that are going to serve specialized coding tasks. Especially for a lot of enterprise users like they don't need for their models to be good at poetry or teach you how to make an apple pie."
"Miles helps lead Excel's growth investing practice where he's back some of the best in the business including Atlassian linear cursor and many more."
"At Accel, Miles has led or invested in Atlassian, Linear, Cursor, and more."
"But most of the companies I just mentioned, their view as they've told me is cursor is obsolete. That's where the product is today."
"Using Cursor for coding"
"unless you're an Anthropic OpenAI Cursor Lovable OpenAI Carvey you name your like you're irrelevant"
"How do we create retentive patterns, behaviors, programs to ensure that people stay with Codex and they don't flip to cursor when there's a better model."
"Buying Cursor doesn't help. It's not big enough."
"I think there's a chance that Cursor loses half of their revenue this year with the cannibalization of them by Claude code. I don't know anyone who's not moved to Claude code."
"for our type of work it will either be Claude or Gemini that is the top model"
"No one had heard of Claude when we started this. I was a quirky guy using Claude."
"If claude code releases something and you don't know that that could be why you're seeing numbers reduce"
"Claude is like inverse Fortnite where you land on the island and it keeps shrinking. Claude keeps consuming more and more of you and you're stuck in this smaller and smaller island."
"Claude code from 1 to 2.5 billion at the end of the year to today"
"Whether it's just ChatGPT or Claude or whatever, or whether it's Replit or Gamma or heck, Granola, it's so powerful that it is your sales and marketing motion"
"I haven't logged into Salesforce in 6 months, but we use it every minute. Our agents use it every minute."
"I will tell you I think the least broken app I use is Salesforce. It's very powerful."
"I'm deep believer in Salesforce... they have more demand than they can serve and it's a complicated issue like agent force."
"Salesforce for CRM and like you know Salesforce is a $250 billion business."
"There are core systems potentially like a Monday like a Salesforce which bluntly are never used again and just turn into databases if anything which agents crawl on top of."
"The largest SaaS company in the world that's independent outside of Microsoft and the hyperscalers, Salesforce, right? Salesforce, Workday, Service. Now, those are like a couple hundred billion of market cap."
"What's the commonality between ServiceNow, Salesforce and Shopify? It seems like nothing. But actually, they all could be abstracted away into a database."
"This is why you should bet on Salesforce of of I mean listen most most public B2B companies are founder led right most of them are but the amount of stress in that organization is so high at Salesforce"
"The public SaaS company who has distribution, be it a HubSpot or a Salesforce who has millions of customers."
"I'm a fan of Seven Powers, this brilliant book which talks about kind of seven ways that businesses accrue value and sustainability."
"He uses 11 Labs as part of the voice for one of his games. And he said, 'This will be the year where we see the true substitution of AI products based on price.'"
"I released a show with the head of sales at 11 Labs. Insanely popular show. I mean, I can't even tell you how insanely popular it was. And it the thing that everyone oscillated around was the 20x sales comp."
"We're buying Mac minis we're buying Mac studios that can run a full model on the Mac"
"The $4,000 or $6,000 Mac max studios"
"I'm an investor in a company called Monaco that's the next AI SDR for us. It booked us a six-figure deal the first day"
"I have a self-playing piano from Steinway and that is amazing, but I don't get to use it at all. Like, it's fantastic. Look it up. It's amazing."
"Alice in Borderland."
"Dude, I love Suno. I actually sent Nick at Revolut a song to get him to come on the show"
"I think it's fascinating because everything that Travis said in the early days at Uber has become true. I mean, I take Waymo all the time. I will only time I'll ever take an Uber is if I have to."
"You're getting an actual functioning program, albeit with a more expensive cost structure and maybe not the right long-term solution, for hundred billion."
"Waymo is raising a monster $16 billion round at a $110 billion valuation. 13 billion coming from Google. The rest from Sequoia, from DST and Dragon. It's another win for Google in AI."
"We have literally sent millions and millions of business to Artisan and Qualified because those were the first two ones we used."
"for our type of work it will either be Claude or Gemini that is the top model"
"Open Router lets you do it dynamically, or you can pick different LLMs for different use cases, and it just makes it elegant. And it's also really cheap."
"There are so many great products in the market. There is no excuse in any role to have not brought one tool a month into your organization."
"I would always take a company that's doing a triple triple double double with excellent growth and excellent net revenue retention"
"deploy founder led social, employee led social, build in public, recruit people to be your biggest fans"
"For any founder, I would suggest really deploy founder led social, employee led social, build in public"