Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
Anj Midha, the prominent AI investor and founder of AMP, identifies the four critical bottlenecks limiting frontier AI progress: context feedback loops, compute, **capit...
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota
Carles Reina, CRO of ElevenLabs, shares the playbook for scaling a hypergrowth AI company from zero to 350M+ ARR by treating sales like venture capital—testing multiple dist...
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber
This episode examines three massive industry shifts reshaping venture capital and AI: Anthropic's explosive $30B revenue milestone and superior unit economics versus OpenAI,...
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI
Demis Hassabis, founder of DeepMind, discusses why AGI represents a 10x more consequential and 10x faster version of the Industrial Revolution, with potential arrival within...
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
Andrew Dudum, CEO of Hims & Hers, discusses how the telemedicine platform reached a $4.3B valuation despite a 66% stock decline, and how his company is reshaping healthcare ...
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN
This episode dissects the seismic shifts in AI and tech's business landscape, from Anthropic's explosive growth and OpenAI's strategic retreat from consumer products to ...
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
Gili Raanan, a legendary early-stage investor with a 1-in-150 hit rate in cybersecurity, argues that venture economics are fundamentally broken at today's entry valuations a...
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal
In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll examine a transformative week in tech, including **Anthropic's dramatic shift in enterprise AI spendi...
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman
Matthew Steckman, President and CBO of Anduril, discusses the company's recent $20 billion contract with the U.S. military and the critical factors that determine success in...
Inside Figma's $1B ARR Machine | Shaunt Voskanian
Shaunt Voskanian, Chief Revenue Officer at Figma, discusses how to build a scalable sales organization on top of a product-led growth (PLG) motion. Rather than relying on tr...
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Hosts Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discuss NVIDIA's $1 trillion revenue forecast, the implications of massive capex spending for AI infrastructure, and...
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI
Gokul Rajaram, an operator-turned-investor who previously led product at Google, Facebook, Square, and DoorDash, discusses how to identify **durable and defensible software comp...
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral
Elena Verna, head of growth at Lovable, discusses how AI has fundamentally transformed growth strategy from traditional marketing tactics to a **trust-based, product-driven ...
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks
This episode of 20VC examines the legal and business fallout from Anthropic's lawsuit against the U.S. Department of Defense over supply chain risk designations that threate...
"Cursor is Dead" is Total BS: Here is Why | Miles Clements
Miles Clemens from Exel Growth argues that reports of Cursor's death are greatly exaggerated, defending the AI coding platform against recent criticism from prominent invest...
Mitchell Green: Why 50% of VCs Should Not Exist & Why China will Win the AI War
Mitchell Green, a veteran investor at Lead Edge Capital, argues that roughly 50% of venture capitalists should not exist and predicts that China will win the AI war due ...
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR
This episode examines the collision between AI companies and government power, featuring discussion of Anthropic's Pentagon conflict, **OpenAI's $110 billion funding rou...
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman
Monday.com CEO Eran Zinman discusses why SaaS isn't dead despite market sentiment suggesting otherwise, arguing that the real opportunity lies in **AI-native product transformat...
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Jerry Murdock, co-founder of Insight Partners and one of venture capital's most influential figures, discusses the impending "SaaS Apocalypse" driven by autonomous agents ra...
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat
Hosts Harry Stebbings, Rory Gill, and Jason Lemkin analyze the market disruption caused by AI agents and Claude Code, examining how incumbent B2B software companies face...