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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Release Date: 03/02/2026
20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 05:56 — Why Mythos is a Quantum Leap in Cyber Risk 10:11 — The "Boy Who Cried Wolf": Jason’s Critique of Dario Amodei 14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool? 19:22 — Amazon's $20B Secret: Is NVIDIA’s Chip Stranglehold Finally Loosening? 22:28 — Claude vs. Lovable & Replit: Anthropic Moves into App Building 25:24 — The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop 39:51 — Meta Debuts Muse Spark: Alex Wang’s First Model from Super...
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20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Anj Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI investments. He serves on the boards of Mistral, Black Forest Labs, Sesame, LMArena, OpenRouter, Luma AI and Periodic Labs and is an early angel in ElevenLabs among others. Prior to that, Anj was the cofounder/CEO of Ubiquity6 (acquired by Discord) and a partner at Kleiner Perkins. AGENDA: 04:00 Why the "Scaling Laws are Dead" rumor is dangerously wrong 05:30 The 4 bottlenecks stopping us from reaching Super Intelligence 11:30 Where...
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20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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 $350M in just 3 years. Carles is also an active investor with investments in ElevenLabs, Revolut, Happy Robot and more. AGENDA: 00:00 - Is the Traditional CRO Dead in the Age of AI? 01:01 - Building the AI Sales Machine: Agents that Actually Generate Revenue 08:35 - Will AI Shrink the Sales Teams of the Future? 09:51 - The ElevenLabs Masterclass: Why We Set a 20x Sales Quota 11:00 - How to Structure Explosive Sales Accelerators 12:15 -...
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20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 03:59 — Anthropic Surpasses OpenAI in Revenue 12:43 — OpenAI Management Reboot 18:24 — OpenAI Buys TBPN 29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation 37:21 — Doug Leone Returns to Sequoia Capital 41:14 — YC Kicks Out Delve 45:21 — The Rise of Open Router 57:59 — Supabase Targeting $10B Valuation 01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward 01:17:25 — The $1.8B Two-Person Company
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20VC: DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution | Why LLMs Will Not Commoditise & We Have Not Hit Scaling Laws | Bottlenecks in AI & The Energy Crisis Caused By AI | Whether AI Will Do More to Harm or Help Inequality
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Demis Hassabis is the Co-Founder & CEO of Google DeepMind - working on AGI, responsible for AI breakthroughs such as AlphaGo, the first program to beat the world champion at the game of Go; and AlphaFold, which cracked the 50-year grand challenge of protein structure prediction and was recognised with the 2024 Nobel Prize in Chemistry. Demis is revolutionising drug discovery at Isomorphic Labs. Ultimately, trying to understand the fundamental nature of reality. AGENDA: 00:04:00 — What Actually Counts as AGI; and Where Are We Today? 00:05:00 — What Are the Biggest Bottlenecks Holding AI...
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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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 is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international competitor, Eucalyptus for $1.5BN. AGENDA: 00:00 — Why Being Public Is Better Than Private 02:50 — My Advice to The Collisons on Taking Stripe Public 07:15 — How to Hire for the Most Gritty People: The Test 10:55 — How AI Will Reshape All of Customer Acquisition 15:30 — What Did Hims Do...
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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?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 00:00 — Anthropic’s Monster Month: 6 Billion in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal? 14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work 20:50 — Masa Son’s $40BN Bridge Loan: Investing More Into OpenAI 21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified? 27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security 31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting 34:50 — The "Vibe Coding" Era: Reselling Tokens...
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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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 many more. Marc is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the Mosaic internet browser and co-founded Netscape (sold to AOL for $4.2 billion). He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. AGENDA: 05:00 — Why...
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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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 and Cyera, leading to multiple 10x+ funds. He has the only remaining monopoly in venture; cyber security in Israel. If it is good, Gili sees it, it is that simple. AGENDA: 00:00 — Does the Venture Business Even Work Anymore? 05:58 — The Insane Rise of $150M Seed Rounds! 08:58 — Will Mega Funds Ever Actually Return Venture Economics? 11:13 — How Do You Value Companies Growing at Impossible Speeds? 14:50 — The Truth About...
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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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War? 07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility? 18:00 — SpaceX at $2 Trillion: Elon’s Insane Plan to Build Data Centers in Space 29:00 — Jeff Bezos’ $100 Billion Fund: The End of "Doing It the Hard Way" 34:00 — The $20 Billion "Acqui-hire": The Groq Deal Broken Down 40:40 — Figma’s Death Spiral? Why the Markets Are Terrified of AI Disruption 56:00 — The Broken VC Math: Why You Need $1BN To Do Series A 01:04:00 — Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"...
info_outlineMonday 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 IPO. Today, Eran Zinman, Monday’s CEO joins Harry Stebbings in the hotseat to walkthrough six of the biggest threats to Monday’s business; what is real, what is not and what are the unknowns.
AGENDA:
05:47 Six Threats Monday Faces Today
07:04 Threat #1: Vibe Coding: Will Companies Vibe Code Everything
11:24 Threat #2: Will OpenAI and Anthropic Own the Application Layer
13:52 Threat #3: Will Agents Turn Monday and Salesforce into a Database
18:43 Why is Monday Adding 15% Headcount When Everyone is Cutting?
21:40 How Monday is Using AI to be More Efficient
27:49 What Happens to Seat Pricing? What Comes Next?
34:17 What No One Sees About Enterprise AI Adoption
37:13 How Google AI Overview Smashed 10% of our Customer Acquisition
38:49 If Bullish on Monday, Why Has Eran Not Bought More Stock…
40:38 How to Manage Internal Morale When Stock is Down 60%
44:08 Do Private Companies Have Advantages Public Companies Do Not Have
47:28 With $1.5BN in Cash, Why is Eran Not Buying More Companies…
53:30 What is the Most Offensive Bet Eran Would Like to Take?
57:13 Quickfire: Marriage, Biggest Short, Mentors