The Twenty Minute VC

20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire | Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum

<p dir="ltr">Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company …

Apr 04, 2026 · 59m

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20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

<p dir="ltr">AGENDA:</p> <p dir="ltr">00:00 — Anthropic's Monster Month: 6 Billion in February Revenue</p> <p dir="ltr">04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters</p> <p dir="ltr">11:50 — OpenAI Kills "Sora": A …

Apr 02, 2026 · 1h 9m

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20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

<p dir="ltr">Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb, Coinbase, Anduril and …

Mar 30, 2026 · 1h 12m

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20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

<p dir="ltr">Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands …

Mar 28, 2026 · 52m

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20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

<p dir="ltr"><span style= "text-decoration: underline;"><strong>AGENDA:</strong></span></p> <p dir="ltr">05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?</p> <p dir="ltr">07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility?</p> <p …

Mar 26, 2026 · 1h 18m

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20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

<p dir="ltr">Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US military. Prior …

Mar 23, 2026 · 53m

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20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

<p dir="ltr">Shaunt Voskanian is the CRO @ Figma, where he has scaled the sales machine to over $1BN in ARR and over 400 people. Prior to Figma, Shaunt was Senior …

Mar 21, 2026 · 1h 2m

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20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:02 NVIDIA's GTC: What You Need to Know</p> <p dir="ltr">11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600</p> <p dir="ltr">21:42 How to Test AI Fluency in …

Mar 19, 2026 · 1h 15m

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20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

<p dir="ltr">Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the …

Mar 16, 2026 · 1h 18m

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20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna

<p dir="ltr">Elena Verna is the Head of Growth at Lovable, one of the fastest growing companies in the world having hit $400M in ARR in just 18 months. Prior to …

Mar 14, 2026 · 1h 9m

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20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

<p dir="ltr">AGENDA:</p> <p dir="ltr">00:00 - ANTHROPIC VS. THE PENTAGON: The Billion Dollar Supply Chain War</p> <p dir="ltr">07:11 - B2B PANIC: Why Leading Companies Are Losing Deals to OpenAI</p> <p dir="ltr">12:19 …

Mar 12, 2026 · 1h 14m

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20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements

<p dir="ltr">Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. </p> …

Mar 09, 2026 · 1h 3m

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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

<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 …

Mar 07, 2026 · 1h 0m

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20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring

<p dir="ltr">AGENDA: </p> <p dir="ltr">04:13 Anthropic vs The Pentagon: Who Wins</p> <p dir="ltr">13:54 Was Sam Altman Wrong to Take the Deal </p> <p dir="ltr">24:28 OpenAI's $110BN Mega Round: The Breakdown</p> …

Mar 05, 2026 · 1h 23m

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20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman

<p dir="ltr">Monday has been hit harder than almost any other public SaaS company. With $1.3BN in ARR, the company is valued at just $3.8BN; a more than 60% fall since …

Mar 02, 2026 · 1h 9m

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20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners

<p dir="ltr">Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a portfolio …

Feb 28, 2026 · 1h 1m

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20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark

<p dir="ltr">AGENDA:</p> <p dir="ltr">03:55 Anthropic Security Product Wipes Billions Off Public Markets</p> <p dir="ltr">11:17 Do Agents Turn SaaS Incumbents into Valueless Databases</p> <p dir="ltr">22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires</p> …

Feb 26, 2026 · 1h 20m

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20VC: Inside Coatue's $70BN Machine: Why Price Matters Least | Why Mega Markets are the Most Important | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

<p dir="ltr">Lucas Swisher co-leads the growth fund at Coatue where he has partnered with iconic companies like OpenAI, Harvey, Deel, Canva, Openevidence, Anthropic, and others. Prior to Coatue, he was …

Feb 23, 2026 · 1h 6m

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20VC: Codex vs Claude Code vs Cursor: Who Wins, Who Loses | Will All Coding Be Automated - Do We Need PMs | The Real Bottleneck to AGI | The Three Phases of Agents and What You Need to Know with Alex Embiricos, Head of Codex at OpenAI

<p dir="ltr">Alexander Embiricos is the Head of Codex at OpenAI, leading the development of the company's flagship AI coding systems that power automated software generation, debugging and developer workflows. Under …

Feb 21, 2026 · 1h 3m

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20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:14 Anthropic's $30B Raise at $380B</p> <p dir="ltr">06:18 Why SaaS Stocks Keep Getting Crushed</p> <p dir="ltr">18:15 Wall Street's New Religion: AI Replaces Headcount </p> <p dir="ltr">22:42 The …

Feb 19, 2026 · 1h 34m

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20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

<p dir="ltr">Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one …

Feb 16, 2026 · 1h 27m

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20Sales: Inside ElevenLabs $330M ARR Sales Machine | The 20x Sales Comp Plan Reps Must Hit | How to Land and Expand in a World of AI | Why Product-Market-Fit is BS, Reps Should Not Be in the Office and Outbound is King with Carles Reina

<p dir="ltr">Carles Reina is VP of Sales at ElevenLabs, where he was the first investor and fourth employee. Carles has scaled the revenue org from Day 1 to over $330M …

Feb 14, 2026 · 1h 14m

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20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded

<p dir="ltr">AGENDA:</p> <p dir="ltr">03:43 Anthropic Predicts $149B in ARR in 2029</p> <p dir="ltr">09:27 Will FDEs Become More or Less Powerful</p> <p dir="ltr">26:17 Harvey Raises $200M at an $11BN Valuation</p> <p …

Feb 12, 2026 · 1h 21m

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20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z

<p dir="ltr">Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies …

Feb 09, 2026 · 1h 24m

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