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20VC: Anduril Co-Founder on How a Trump Administration Changes the Defence Industry | What Happens Between China vs Taiwan, Israel vs Palestine, Russia vs Ukraine | How Software Changes War & Why TikTok Should Be Banned with Matt Grimm

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Release Date: 11/11/2024

20VC: Grindr: The Most Insane Story in Startups | How the Chinese Bought and Lost Grindr | The Successful IPO with $300M Revenues and 40% EBITDA Margins | How Grindr Built a Free Cash Flow Machine show art 20VC: Grindr: The Most Insane Story in Startups | How the Chinese Bought and Lost Grindr | The Successful IPO with $300M Revenues and 40% EBITDA Margins | How Grindr Built a Free Cash Flow Machine

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

George Arison is the CEO of Grindr. The app that results in 40% of lesbian and gay marriages, the average user uses the app for 1 hour per day and sends more messages on Grindr than they do Whatsapp. The company will do over $300M in revenue in 2024 with a 40% EBITDA margin. One of the insane public company success stories. Prior to Grindr, George was the Founder and CEO of Shift, which he took public in 2020. In Today’s Episode with George Arison We Discuss: 1. Wild Story of How the Chinese Bought and Lost Grindr:  How did the Chinese come to buy Grindr and then fire the founder? ...

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20VC: Revolut Founder Nik Storonsky on When and Where Revolut Will IPO & What Revolut Need to Do to Hit $100BN Valuation show art 20VC: Revolut Founder Nik Storonsky on When and Where Revolut Will IPO & What Revolut Need to Do to Hit $100BN Valuation

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Nik Storonsky is the Co-Founder and CEO of Revolut, one of the fastest-growing companies in the world with a $45BN valuation and 50M customers around the world. In July 2024, Revolut posted a whopping $2.2BN in revenue with $545M in pre-tax profit in 2023. To date, Nik has raised $1.8BN for the company from the likes of Index, Balderton, Ribbit, DST and TCV.  In Today’s Show with Nik Storonsky We Discuss: 1. When & Where Will Revolut IPO: What does Revolut need to do or change before they are ready to go public? When would Nik like for Revolut to go public? When they do go...

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20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Software Engineers with Guy Podjarny show art 20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Software Engineers with Guy Podjarny

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy was previously CTO at Akamai (following its acquisition of Blaze), is an active angel investor, and co-hosts of the AI Native Dev podcast. In Today’s Episode with Guy Podjarny We Discuss:  03:02 Discussion on NVIDIA's Market Position 04:14 Will We See a Trough of Disillusionment in AI 07:36 The Future of AI Development and...

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20VC: Why Price Sensitivity is BS | Why 20VC: Why Price Sensitivity is BS | Why "Portfolios" are Merely a Construct to Make LPs Happy | Why the Best Investment Never Happen in "Fundraising Rounds" | What Europe Needs to do to Become a Superpower Again | Klaus Hommels, Lakestar

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Klaus Hommels is one of Europe’s leading start investors of the last decade with a portfolio including the likes of Spotify, Airbnb, Facebook, Coinbase, Revolut and more. Among his many responsibilities, Klaus is the Founder of Lakestar, his own venture fund and chairs the board of directors of the NATO Innovation Fund. In Today’s Episode with Klaus Hommels We Discuss:  1. The Investing Rules that are BS: Why does Klaus totally reject the idea of price sensitivity? Why does Klaus hate the idea of “building portfolios”? Why does Klaus believe the best investments are made...

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20VC: Discord's Jason Citron on Why Everything We are Taught About Hiring & Management is BS | Do Richer Founders & Gamer Founders Make Better Founders? | Never Before Told Moments Behind Scaling to 200M Users show art 20VC: Discord's Jason Citron on Why Everything We are Taught About Hiring & Management is BS | Do Richer Founders & Gamer Founders Make Better Founders? | Never Before Told Moments Behind Scaling to 200M Users

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Jason Citron is the Co-Founder and CEO of Discord, a voice, video and text platform for friends playing games. Jason has raised $1BN for the company and was able to scale to 200M users. Prior to co-founding Discord, Jason founded OpenFeint, the biggest social mobile gaming platform, which sold to GREE in 2011 for $104 million. In Today’s Episode with Jason Citron We Discuss:  1. Leadership Lessons That are Total BS: Hiring: Why does Jason believe hiring experienced executives is the worst thing you can do for your company? What did he learn by doing it? Culture: Why does Jason...

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20Sales: What I Learned Scaling Datadog from $60M to $1BN in ARR | How to do Outbound in 2024 | Why Discounting is Dangerous and Contract Sizes are Misleading with Dan Fougere show art 20Sales: What I Learned Scaling Datadog from $60M to $1BN in ARR | How to do Outbound in 2024 | Why Discounting is Dangerous and Contract Sizes are Misleading with Dan Fougere

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Dan Fougere is one of the most successful sales leaders of the last decade. Most recently, Dan was Chief Revenue Officer for Datadog, growing revenues from $60 million to $1BN ARR. Before Datadog, Dan was Head of Global Sales at Medallia where he created the Mediallia sales playbook. In addition, Dan is also a minority owner of the New York Yankees.  In Today’s Episode with Dan Fougere:  1. Lessons Scaling Sales to $1BN in ARR at Datadog: What did Datadog not do that Dan wishes they had of done? What did they not do that Dan wishes they had done? What does Dan know about...

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20VC: Turning $16.5M into $2.1BN; Lessons from the Greatest Venture Investment in European History: UiPath | Why VC is Not Being Commoditised | Why Price Does Not Matter | Lessons on Loss Ratio, Selling and Signalling with Cem Sertoglu show art 20VC: Turning $16.5M into $2.1BN; Lessons from the Greatest Venture Investment in European History: UiPath | Why VC is Not Being Commoditised | Why Price Does Not Matter | Lessons on Loss Ratio, Selling and Signalling with Cem Sertoglu

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Cem Sertoglu is one of the great venture investors of the last decade. Cem is famed for writing the first check into UiPath and over several rounds turning $16.5M into $2.1BN. Cem recently started Bek Ventures, a $250M fund that was 3x oversubscribed.  In Today’s Show with Cem Sertoglu We Discuss: 1. Has Venture Capital Been Commoditised: Why does Cem believe that VC has not been commoditised? Why does Cem believe many VCs today are not even VCs anymore? How does Cem advise founders who have offers from large multi-stage firms? What questions should they ask them pre-working with...

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20VC Alain De Botton on Why Companies Are Not Families | Why Status is Making You Miserable | Why Parents Want Their Kids to Fail | Why We Are Richer Yet More Anxious Than Ever & Why You Should Not Always 20VC Alain De Botton on Why Companies Are Not Families | Why Status is Making You Miserable | Why Parents Want Their Kids to Fail | Why We Are Richer Yet More Anxious Than Ever & Why You Should Not Always "Be Yourself"

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Alain De Botton is one of the greatest philosophers of our time. His work has had a profound impact on me more than any other. I have wanted to do this episode for the last 8 years.  In Today’s Episode with Alain De Botton We Discuss: 1. Why Status is Making You Miserable:  Why are we richer yet more anxious than ever? What is the right way to define status? Why do we want it so much? Is it bad to want status? What are some non-obvious signs that you are seeking status when you do not realise it? Does social media enhance the desire for status? How so? Do the happiest...

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20Growth: Inside Perplexity's Growth Machine: What Worked, What Did Not Work | Why Paid Acquisition is a Drug and Brand Marketing is BS | The Good, Bad and Ugly of A/B Tests and Why Micro-Optimisations are Under-Rated with Raman Malik show art 20Growth: Inside Perplexity's Growth Machine: What Worked, What Did Not Work | Why Paid Acquisition is a Drug and Brand Marketing is BS | The Good, Bad and Ugly of A/B Tests and Why Micro-Optimisations are Under-Rated with Raman Malik

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Raman Malik is the Head of Growth at Perplexity where he is responsible for growth marketing, onboarding, activation, retention, and monetisation. Prior to Perplexity, Raman, was an early member of the growth team at Lyft and joined Perplexity earlier this year after his own startup journey.  In Today’s Episode with Perplexity’s Head of Growth:  1. Inside the Perplexity Growth Machine: What have been the single biggest needle movers in the growth of Perplexity? What has not worked? What have they learned from that? How have partnerships driven growth? Lessons on what makes...

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20VC: Bolt; The Most Insane Story in Startups | Turning a $5K Loan into an $8BN Company | Why Every VC Turned Down One of Europe's Biggest Winners | Competing with Uber & The Future of Micromobility and Self-Driving show art 20VC: Bolt; The Most Insane Story in Startups | Turning a $5K Loan into an $8BN Company | Why Every VC Turned Down One of Europe's Biggest Winners | Competing with Uber & The Future of Micromobility and Self-Driving

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Markus Villig is the Founder and CEO of Bolt, a global mobility platform with more than 200 million lifetime customers in more than 50 countries and 600 cities. Bolt has raised over €1 billion in funding from investors like Sequoia, D1 and G Squared, making Markus the youngest founder of a billion-dollar company in Europe. In Today’s Episode with Markus Villig: 1. Starting an $8BN Company: How did Markus come up with the idea for Bolt before Uber existed? How did Markus find his co-founder? Why did 30 people turn down the chance to co-found Bolt? What are Markus’ biggest tips on...

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More Episodes

Matt Grimm is the Co-Founder and Chief Operating Officer of Anduril Industries, an American defense technology company that specializes in advanced autonomous systems. To date, Anduril has raised over $3.7BN with the latest round pricing the company at a whopping $14BN. Before Anduril, Matt was a Principal at Mithril Capital Management alongside Peter Thiel. Before Mithril, Matt was an early hire at Palantir, where he was deployed to both Iraq and Afghanistan to ensure U.S. forces had the best technology for the mission. 

                           In Today’s Episode with Matt Grimm We Discuss:

1. China/Taiwan, Ukraine/Russia & Israel/Gaza:

  • How will a Trump administration change US foreign policy and approach to conflict?

  • Will China invade Taiwan? What does Matt expect to see happen there?

  • Will Trump put an end to the war in Ukraine? What will be the outcome?

  • Is Israel wrong to defend itself in the way it has? How will the situation in Gaza be resolved?

2. The Future of War:

  • What will war look like in the future?

  • How is software and autonomy changing the world of war? 

  • Why does the incentive structure of governments buying military equipment need to change around the world?

  • Will we see a world of robodogs fighting on battlefields? What does weaponry of the future look like?

3. Are We In a Defence Bubble:

  • With the massive increase in funding to defence companies, does Matt think we are in a defence bubble?

  • What does Matt believe all investors should know about the defence industry before they make investments in the space?

  • What should defence founders at the early stage know about building a defence company at scale? What changes?

  • Who will be the buyer for the many defence companies that have raised early rounds of funding and go out of business? 

4. Matt Grimm: AMA:

  • Does money make you happy?

  • What is the biggest luxury purchase you have made?

  • Should TikTok be banned in the US?

  • What would Matt do today if he knew he would not fail?