20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mike Maples @ Floodgate
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Release Date: 01/06/2025
20VC: Shervin Pishevar on The Epic Uber War and What Really Happened in the Firing of Travis Kalanick | Raising $15BN to Win China | Why The Traditional Venture Capital Model is Dead | The Future of Quantum and How We Will Cure All Diseases in 10 Years
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Shervin Pishevar is a serial entrepreneur and investor. Shervin is famed for leading Uber’s Series B at Menlo alongside leading Warby Parker’s Series A and investing in Tumblr, all in just 18 months at Menlo. Following Menlo, Shervin co-founded Sherpa Capital and today Shervin is averaging over 73x on his investments. As an angel investor, Shervin made over 100 investments in the likes of Dollar Shave Club, Postmates, Facebook and more. In Today’s Episode with Shervin Pishevar: 08:09 Meeting Travis Kalanick: The Start of a Game-Changing Partnership 11:08 The Uber Series B: Securing...
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20VC: The Future of Foundation Models | The Future of AI Consumer Apps and Why OpenAI Did a Disservice to Them | The Future of Music: Spotify vs YouTube & Spotify vs TikTok: What Happens with Mikey Shulman @ Suno
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Mikey Shulman is the Co-Founder and CEO of Suno, the leading music AI company. Suno lets everyone make and share music. Mikey has raised over $125M for the company from the likes of Lightspeed, Founder Collective and Nat Friedman and Daniel Gross. Prior to founding Suno, Mikey was the first machine learning engineer and head of machine learning at Kensho technologies, which was acquired by S&P Global for over $500 million. In Today’s Episode with Mikey Shulman: 1. The Future of Models: Who wins the future of models? Anthropic, OpenAI or X? Will we live in a world of many...
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20VC: Carvana: The Most Wild Story in Public Markets: From $60BN to $400M and Back to $40BN | The Biggest Opportunities, Mistakes and Challenges Ahead for One of the Public Market's Only 100x Investments
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Carvana is one of the most wild stories in the public markets. The company IPO’d with a market cap of $2BN before skyrocketing to $60BN, only for the company to lose 99% of it’s value hitting a bottom of $400M market cap. Today the company is stronger than ever and with a market cap of $41BN. Joining us in the hotseat is Dan Gill, Carvana’s CPO, the man who oversees all technology functions, as well as strategic partnerships for the business. In Today’s Episode with Dan Gill We Discuss: From $60BN to $400M Market Cap: What did Carvana do that Dan wishes they had not done? What...
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20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mike Maples @ Floodgate
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Mike Maples is one of the OG seed investors of the last two decades. As a co-founding Partner at Floodgate, Mike has been on the Forbes Midas List eight times in the last decade. Some of Mike’s investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, Chegg, Demandforce, and Applied Intuition. In Today’s Episode with Mike Maples We Discuss: 04:02 Does Seed Even Make Sense as an Asset Class? 05:16 Fund Size and Strategy: How to Do a 10x Fund? 08:12 Follow-On Investments: Are they BS? 16:41 Finding Inefficiencies in the Market 26:31 Exit Strategies and Liquidity Events:...
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20Sales: Rippling's CRO on Why Founders Should Not Create Sales Playbooks | Why Discounting is BS and How to Create Urgency in Deals | The Biggest Lessons on Pricing and How to Win the Pricing Game with Matt Plank
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Matt Plank is Rippling's Chief Revenue Officer where he oversees all Sales and Account Management functions in the US and Internationally. Matt joined Rippling in the very early days when Parker Conrad (founder) was building V1 in a basement with $0 in revenue. Today the company is a market leader with 100s of $Ms in ARR. Prior to Rippling, Matt was a Sales Director @ Zenefits where he helped the company scale to $70M in ARR. In Today’s Show with Matt Plank We Discuss: 08:25 Challenges and Strategies in Outbound Sales 10:29 Building Effective Sales and Marketing Partnerships...
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20VC: UiPath's Daniel Dines on Why Agents Do Not Mean RPA is F***** | Why We Have Reached the Upper End of Scaling Laws | The Future of Work in an Agent World and What Everyone Misunderstands About Enterprise AI
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Daniel Dines is the Founder & CEO @ , one of the most incredible journeys in startups. For 10 years, UiPath was a bootstrapped company that scaled to just $500K in revenue. Then it all changed, product market fit became obvious and the rest is history. The company went on to raise funding from , Accel, Kleiner Perkins and more. Today, the company is worth over $10BN, listed on the NASDAQ and does $1BN+ in revenue. In Today’s Episode with Daniel Dines We Discuss: 1. The Future of LLMs: Why does Daniel believe that we are at the upper end of scaling laws and more compute will not lead to...
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20VC: Reid Hoffman on The Trump Administration | Elon Musk and DOGE | The US Defence Budget, NATO and The War in Ukraine | China, Tariffs and TikTok | The Future of Chips, Nuclear Energy, Quantum Computing and Climate
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Reid Hoffman is one of the most impactful people in technology and startups. As a Founder he founded Paypal and Linkedin before moving to the investing side where he has led deals in Facebook, Airbnb and more. In Today’s Episode with Reid Hoffman We Discuss: 1. China and Tariffs: Should the US ban Tiktok and other Chinese companies, given China banning US companies presence in their country? How does Reid evaluate the rise of the Chinese car industry? What are his concerns? How does Reid hope Trump uses tariffs to advantage the US position? What is Reid concerned about what...
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20Growth: How to Scale to $30M ARR Bootstrapped through Content and Brand | The Ultimate Equation to Success in Sales and Why Most Founders Suck at Sales | Why You Should Overpay People and What That Means with Guillaume Moubeche @ Lempire
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Guillaume Moubeche is the Founder of Lempire, a company he has bootstrapped in the most competitive market in technology and scaled to a staggering $30M in ARR. Guillaume has never raised primary funding for the business but sold $10M of secondary at a $150M valuation. Guillaume is also an angel investor and and best selling author. In Today’s Episode with Guillaume Moubeche: 1. How to Build a Sales Machine: What is the biggest mistake founders make when crafting their ideal customer profile? What are Guillaume’s biggest lessons in scaling from $0-$1M in ARR? Why are most...
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20VC: The Future of War: Are We Ready & What Needs to Be Done | China, Russia and Trump: What Happens Now | Raising $828M to Build the Defence Champion of Europe | Torsten Reil, Co-Founder @ Helsing
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Torsten Reil is the Co-Founder and Co-CEO of Helsing, a new type of defence company providing artificial intelligence to protect our democracies. Torsten has raised over $825M from the likes of Prima Materia, Elad Gil, Accel and General Catalyst. Previously Torsten founded NaturalMotion, one of the UK's most successful games and technology start-ups. Torsten was named as one of MIT's Top 100 Innovators and is a member of the Munich Security Conference Innovation Board. In Today’s Episode with Torsten Reil We Discuss: 1. The World Around Us: China, Russia and Trump: What will happen between...
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20VC: Salesforce Founder Marc Benioff on The Future of LLMs | The Future of Agents | The Future of Labour | Management Lessons from Steve Jobs
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Marc Benioff is one of the iconic founders and visionaries of our time. From the founding of Salesforce 25 years ago, Marc has in many ways created an entire industry. He has scaled the company to a market cap of $346BN, $38BN in revenue and over 72,000 employees. Ask Me Anything with Marc Benioff: The Future of Models: Why does Marc believe we are at the upper end of LLMs and they are commoditising? Why does Marc believe the future of models is many smaller, verticalised models specialised in different areas? OpenAI vs Anthropic vs Xai. Which would Marc buy and which would...
info_outlineMike Maples is one of the OG seed investors of the last two decades. As a co-founding Partner at Floodgate, Mike has been on the Forbes Midas List eight times in the last decade. Some of Mike’s investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, Chegg, Demandforce, and Applied Intuition.
In Today’s Episode with Mike Maples We Discuss:
04:02 Does Seed Even Make Sense as an Asset Class?
05:16 Fund Size and Strategy: How to Do a 10x Fund?
08:12 Follow-On Investments: Are they BS?
16:41 Finding Inefficiencies in the Market
26:31 Exit Strategies and Liquidity Events: When to Sell?
35:14 How Floodgate Lost Billions Missing Airbnb and Pinterest
35:43 3 Frameworks for Evaluating Startups
36:23 Case Studies: Zoom and Okta
43:34 How to Truly Analyse Product-Market Fit
45:22 Challenges with Overfunding Startups
50:02 2024 in Review: Company and Fund of the Year
54:25 Predictions for 2025