Episodes featuring 20VC with Harry Stebbings
Browse episodes where 20VC with Harry Stebbings appears as host or guest. View all episodes →
Insights from Coatue's Growth Investor Lucas Swisher
Lucas Swisher from Coatue's growth fund discusses why public SaaS companies are underperforming and how the AI wave is fundamentally reshaping venture capital strategy. He argue...
OpenAI's Codex Lead: Why Coding as We Know It is Over
Alexander Bericos, OpenAI's Codex product lead, argues that coding as a profession is being fundamentally transformed through AI agents, but not eliminated—rather, developer...
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued?
Hosts Harry Stebbings and Jason Lemkin discuss the seismic shifts reshaping tech investing in early 2026, analyzing Anthropic's $30 billion funding round at a $380 billion v...
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World
Klarna CEO Sebastian Siemiatkowski argues that SaaS is fundamentally threatened by AI agents that will eliminate switching costs between software platforms, making tradition...
The Ruthless Sales Culture Behind ElevenLabs Growth | Carles Reina
Carles Reina, VP of Sales at ElevenLabs, discusses the aggressive sales strategy that has driven the company's rapid growth, including a 20x base salary quota system whe...
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded?
In this episode of 20VC, host Harry Stebbings brings together Mike Cannon-Brooks (Atlassian co-founder), Jason Lemkin (SaaS expert), and Rory O'Driscoll to debate wh...
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?
Anish Acharya, a GP at a16z, challenges the narrative that SaaS is dying and argues that the market is actually oversold on the threat of AI disruption. Rather than "vibe co...
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Harry Stebbings and Alexander Bericos discuss the massive market upheaval across public software and AI companies, examining Microsoft's $360B market cap loss, **NVIDIA's di...