The Twenty Minute VC
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
Mar 07, 2026
· 1h 0m
<p dir="ltr">Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more.</p> <p dir="ltr"><span style= "text-decoration: underline;"><strong>AGENDA:</strong></span></p> <p dir="ltr">0:00 The SaaS Apocalypse: Why Incumbents Aren't Going to Zero</p> <p dir="ltr">05:50 "Dead Money": Why Public Software Estimates Were Too High</p> <p dir="ltr">08:15 Leverage …
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