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."
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