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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Recent episodes
All episodes →The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
"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."
Showing 136 of 296 recommendations
Clear filters"I expect my whole career and life building towards AGI. I think it will be the ultimate tool for science and medicine."
"What makes Dario so good that other people don't see from the outside? A couple of things. One, sheer scientific brilliance."
"he's one of the founding investors of Anthropic"
"Anthropic, reclaiming the number one spot on the back of its $30 billion raise at a $380 billion valuation"
"Anthropic hits a whopping $30 billion in revenue, surpassing OpenAI. Their training costs are a quarter of OpenAI."
"Anthropic hits a whopping $30 billion in revenue, surpassing OpenAI"
"Anthropic, are they eating Open AI's lunch when it comes to enterprise?"
"anthropic now captures 73% of all spending among companies buying AI tools"
"This week, Anthropic sues the US government, Oracle and OpenAI"
"20 or 30% growth looks great relative to Salesforce, but it looks shitty relative to Anthropic."
"When we look at the big exits this year, you've got Data Bricks, you've got Anthropic, you've got Open AI, and you've got SpaceX."
"Whatever it is that's in the water at Anthropic, it's working and it has created unity."
"Anthropic raises $30 billion at a $380 billion post money"
"Anthropic and others have already diversified away. Anthropic signed a deal for a million TPUs"
"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"
"To have at least as much infrastructure locally as there is within the Alphabet Holdings pool over the next 4 years."
"he made investments in Black Forest Labs, Mistral, Sesame, among others"
"he led AI investments for Andreessen Horowitz"
"he made investments in Black Forest Labs, Mistral, Sesame, among others"
"he made investments in Black Forest Labs, Mistral, Sesame, among others"
"Perplexity saw the largest decline, dropping 18 spots from number 10 all the way down to number 28"
"Shield AI rose nine places to number 13 as escalating tensions strengthened demand across the defense sector"
"Several new entrants joined the rankings this quarter... Harvey"
"Replit, climbing 12 spots to number 17 after raising a new round at roughly three x its previous valuation"
"Replit should not be owning product prototyping and development for product people Figma should own this"
"Replit and lovable should not be owning product prototyping. In the next release of Replit when you log in the next day, it will have built three to four features for you on its own"
"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"
"Eleven Labs on the back of a record quarter for them"
"Carles is the CRO at 11 Labs, one of the fastest growing companies on the planet."
"I'm gonna leverage the brand and the access that I have to get into super hot companies like your ElevenLabs, your Loras, your you name it, your Lovables much earlier"
"ElevenLabs is a clear company that we wish we had been a part of. Very special founder, very clearly an important part of the modern AI stack."
"ElevenLabs beat OpenAI at voice and AIO is beating every other CRM company in the valley"
"Several new entrants joined the rankings this quarter... The Boring Company"
"Figure AI dropped seven spots to number 23"
"Crusoe Energy fell 10 places to number 19"
"Several new entrants joined the rankings this quarter... Cerebras"
"Causal surged an impressive 13 places to number 11, continuing the strong momentum in prediction markets"
"BABA Ventures which has backed the likes of Revolute and of course 11 Labs in the early days"
"which has backed the likes of Revolut and of course 11 Labs in the early days"
"When I had Nick from Revolute on the show, he he said something fascinating. He said, 'We run 26 different product experiments at the same time. I treat it much like a venture incubator'"
"The best thing that Revolut have done is they've created this kind of incubator for new products. They have 26 new products running all the time at Revolut."
"Nick's challenge right now might be that he is so distributed. He's trying to go for the whole world, launching in Dubai, India, launching everywhere."
"Is that like simply using artisan qualified Monaco and having like AI SDRs do outbound for you?"
"They just raised $50M from Sequoia"
"Gili spent over 15 years as a general partner at Sequoia where he invested in some of the world's best cyber security companies"
"The rest from Sequoia, from DST and Dragon"