20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
The discussion centers on product management, emphasizing the importance of skill set growth, customer engagement, and market focus in building successful products.
20VC: How to Fix the UK Tech Ecosystem | Why We Need to Flood the UK with Venture Capital | What the UK Can Learn From Sequoia, Stripe and Norway | Why Now is the Time to be Bullish on China & Lessons from Jensen Huang with Tom Hulme & Stan Boland
영국의 벤처 자본 부족이 기업의 야망을 제한하고, 최고의 창업자들이 미국으로 이동하게 만든다.
20VC: Carvana CEO on Buiding a $50B Company, Losing 99% and Coming Back | Ernest Garcia: Inside the Mind of the Most Misunderstood CEO in America
Ernie Garcia, CEO of Carvana, discusses the challenges and strategies of growing a business, emphasizing the importance of resilience, strategic stubbornness, and the balance between public scrutiny and internal conviction.
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital
The discussion centers on the evolving landscape of venture capital, emphasizing the need for adaptability in investment strategies, particularly in the context of AI and technological advancements.
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
미래의 영업팀은 AI와 자동화로 인해 현재보다 10-20% 작아질 것이다.
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
이 영상은 최신 펀드레이징, M&A, IPO에 대한 논의를 다루며, Kajabi, Harmonic, AWS와 같은 스폰서의 가치 제안을 소개합니다.
20VC: Microsoft CTO on Where Value Accrues in an AI World | Why Scaling Laws are BS | An Evaluation of Deepseek and How We Underestimate the Chinese | The Future of Software Development and The Future of Agents with Kevin Scott
The discussion explores the evolving landscape of AI, emphasizing the importance of product over infrastructure and the potential of AI to transform industries.
20VC: Why Traditional VC is Broken: How VCs Learned Nothing from 2021 | Why LPs are More Important than Founders & Advice to Emerging Managers | Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital
AI 인프라 투자는 1997년 웹사이트 투자와 유사하며, 기존 기업이 승리할 가능성이 높다.
20VC: The Insane Story of DeliveryHero: Losing $200M on a Gorillas Investment | Winning the Emerging Markets Delivery War with 35 Acquisitions | Competing with Uber and Doordash in a Capital Arms Race with Niklas Östberg
Delivery Hero의 성공과 도전, 그리고 M&A 전략에 대한 논의
20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman
The discussion focuses on the inefficiencies of current AI algorithms and the potential for new architectures to improve AI inference and training, particularly through innovations like wafer-scale computing.
20VC: Selling Drift for $1.2BN is the Biggest Failure: What No One Tells You About Selling Your Company | Why Incumbents Are Slower & Worse Than Ever | Why the Most Valuable Companies in a World of AI Will Not Have More Than 100 People with Elias Torres
엘리아스 토레스는 기업가로서의 경험과 교훈을 공유하며, 특히 드리프트의 창업과 매각 과정을 통해 얻은 통찰을 강조한다.
20VC: The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions | Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault | The Bull Case for Bytedance | How Anduril Could Be a $200BN Company with Peter Singlehurst
기업들이 더 오래 비공개로 남아 있는 것이 더 나은 비즈니스를 구축하는 방법이라는 인식이 확산되고 있다.
20VC: HubSpot CEO on Where Value Accrues in SaaS AI | How HubSpot Competes Against Salesforce | Why B2B Is Not a Winner Take All Market | How to Go From SMB to Enterprise an Win | How SEO Dying Changes HubSpot's Business with Yamini Rangan
전쟁 시기에는 실행 속도를 최적화하고 평화 시기에는 합의를 최적화해야 한다.
20VC: Lovable on Hitting $17.5M in ARR in 3 Months | Adding $2.1M ARR Every Week | Hitting 85% Day 30 Retention: Better than ChatGPT | The Story of Europe's Fastest Scaling Company with Anton Osika
Lovable, a European startup, is rapidly growing by turning ideas into apps with just a prompt, achieving $2 million ARR weekly and surpassing ChatGPT in retention rates.
20VC: Anthropic CPO Mike Krieger: Where Will Value Be Created in a World of AI | Have Foundation Models Commoditized | When Do Model Providers Become Application Providers | What Anthropic Learned from Deepseek
The discussion explores the evolving role of AI in business, emphasizing the importance of differentiated data, go-to-market strategies, and the potential of AI to transform industries like healthcare and software development.
20Growth: Inside Ramp's Growth Engine: How Ramp Became the Fastest Growing SaaS Company Ever | What Worked & What Did Not Work | How to Hire for Growth | How to Find Alpha in Channels Where No One Else Can with George Bonaci
The discussion focuses on growth strategies, emphasizing experimentation, hiring for potential, and the importance of velocity over perfection.
20VC: The Insane Story of Glovo: Selling 30% of the Company for €100K | The McDonalds Deal That Saved Them | Running out of Money Three Times | Burning $1M Per Day | Being Acquired for $2.2BN with Oscar Pierre, Founder @ Glovo
Oscar Pierre, founder of Glovo, shares his journey of building a successful food delivery platform, highlighting challenges in fundraising, market expansion, and maintaining company culture.
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
Nvidia의 GPU와 AI 칩 시장에서의 위치와 미래 전망에 대한 논의
20VC Exclusive: Mercor Raises $100M at a $2BN Valuation: Scaling to $70M in ARR in 24 Months | 9-9-6: 9AM-9PM - 6 Days Per Week: The Most Intense Culture in Silicon Valley | The Future of Programming, Models and Data with Adarsh Hiremath
맥코어는 2억 달러의 가치로 1억 달러를 조달하며 빠르게 성장하는 실리콘밸리의 스타트업으로, 인재 채용과 데이터 레이블링을 자동화하여 글로벌 노동 시장을 혁신하고 있다.
20VC: NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft's Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq
The discussion centers on Grok's innovative approach to AI inference, emphasizing its cost-effectiveness and scalability compared to NVIDIA's GPUs, and the potential of synthetic data in AI training.
20VC: From Penniless Printing Shop Offices to Public Company and One of the Largest Entertainment Companies: The Story of LADbible | The Future of Content & Social Media | US vs Europe: Is Europe F****** with Solly Solomou
Solly Solomu, founder of Ladbible, shares his journey from a small startup to a global digital media company, emphasizing the importance of profitability, adaptability, and cultural fit in business growth.
20VC: Monzo: The Greatest Turnaround in Tech: From £40M Revenues, Layoffs, Downrounds and Low Employee NPS to $1BN in Revenue, Profitable and 10M Customers with TS Anil, CEO @ Monzo
Monzo's turnaround from financial struggles to becoming a leading UK digital bank with 10 million customers and a billion in revenue is explored.
20VC: The $5BN Company Built from the Belgian Countryside | The Story of Odoo: The Company with No Plans to Sell, IPO & Their Billionaire Founder Who Does Not Care About Money with Fabien Pinckaers, Founder & CEO @ Odoo
Odoo는 벨기에 시골에서 시작된 기업으로, 650백만 달러의 ARR을 기록하며 5,000명 이상의 직원을 보유하고 있습니다. 창립자 Fabian Pinkers는 IPO를 원하지 않으며, 관리의 전통적인 방식을 거부합니다.
20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO
AI 시장에서 지속 가능한 가치는 고객 관계를 가진 회사들이 AI를 빠르게 수용하여 창출할 수 있다.
20Product: Product Secrets Behind Uber and Opendoor | How AI Changes the Role of the PM & The Product Development Process | How to Hire the Best Product Teams & What No One Does That Everyone Should Do with Brian Tolkin
Brian Tolkien, head of product at Opendoor, shares insights on product strategy, lessons from Uber, and the evolving role of product managers in an AI-driven world.
20VC: Affirm Max Levchin on Why Grading Talent by Letter (A or B) is Total BS | How to Create a Culture of Post Mortems and Writing | Why You Should Only Study Failure Not Success & The Biggest Surprises Scaling to $18.7BN Market Cap
맥스 레브친은 뛰어난 기술자이며, 그의 회사 Affirm은 '지금 사고 나중에 지불' 시장에서 큰 성공을 거두고 있다.
20VC: Lime's CEO on Going from Losing $3 on Every $1 to $90M in EBITDA | How Lime Built the Global Leader in Micromobility When Competitors Went Bust | Losing 90% of Revenues in COVID and The Uber Deal That Saved the Company with Wayne Ting
Lime transformed from a struggling company to a global leader in micromobility by focusing on operational efficiency and proprietary hardware.
20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq
DeepSeek는 AI 모델을 오픈 소스로 공개하여 큰 관심을 받고 있으며, 이는 AI 산업의 새로운 전환점으로 평가받고 있다.
20Sales: Why Every Sales Rep Should Do Pipeline Generation & How to Teach Them | Verticalised Sales Playbooks: When and How | How the Best Sales Reps and Leaders Structure Their Time with Carlos Delatorre, CRO @ Harness
초기 단계 기업의 CEO는 초기 메시지를 개발하고, AEs는 파이프라인을 생성하여 성공을 지원해야 한다.
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
성공적인 창업자들은 종종 어려운 어린 시절, 성 소수자, 입양 등의 배경을 가지고 있으며, 이는 그들에게 강한 동기와 열정을 부여한다.
20VC: Why Large Seed Rounds Increase the Chances of Success | When to Sell in Venture | Why Multi-Stage Firms Do Not Do The Work | Is Europe Totally F****** and Why AI Means London Can Compete with the US with Hussein Kanji
투자 성공 확률은 자본 조달 규모와 상관관계가 있으며, 유니콘 기업이 되기 위해 평균 3억 달러가 필요하다.
20VC: Monday.com: Scaling from $6M to $120M in ARR in 3 Years | How Monday Have Built the Best Performance Marketing Engine in SaaS | Going Upmarket, International and Multi-Product; The Biggest Lessons and Mistakes with Eran Zinman
The discussion highlights Monday.com's rapid growth, strategic pivots, and innovative approaches to business challenges, emphasizing the importance of embracing failure and customer feedback.
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia
AI 제품의 거품과 기업의 AI 전략에 대한 논의
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
Uber의 창립자 트래비스 칼라닉이 해고되지 않았다면, Uber는 지금쯤 1조 달러 기업이 되었을 것이라는 주장.
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
Suno는 음악을 더 인터랙티브하고 참여적으로 만들어주는 플랫폼으로, 사용자가 음악을 만들고 공유하며 즐길 수 있게 한다.
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
Carvana는 IPO 후 급격한 가치 변동을 겪었지만, 현재는 강력한 시장 위치를 확보하고 있습니다.
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
투자에서 중요한 두 가지는 위험에 대한 보상과 자금의 공격적 활용이다.
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 discussion focuses on the importance of hiring sales leaders early, the role of founders in creating sales playbooks, and strategies for effective sales and outbound marketing.
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 discussion focuses on the evolution of automation and AI, emphasizing the importance of product simplicity over technological advancement.
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
Reid Hoffman discusses the impact of trade wars, AI, and defense spending on US prosperity.
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
시장 진입 시 독창성보다 제품 시장 적합성이 중요하며, 경쟁이 치열한 시장에서도 더 나은 제품을 제공하면 성공할 수 있다.
20VC: Salesforce Founder Marc Benioff on The Future of LLMs | The Future of Agents | The Future of Labour | Management Lessons from Steve Jobs
세일즈포스는 AI 기술을 활용하여 생산성을 30% 이상 향상시켰으며, 에이전트 포스를 통해 고객 지원을 자동화하고 있다.
20VC: Revolut Founder Nik Storonsky on When and Where Revolut Will IPO & What Revolut Need to Do to Hit $100BN Valuation
Revolut의 CEO Nick Staronsky가 회사의 성장, IPO 계획, 그리고 KPI 기반 리더십에 대해 논의합니다.
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
Grindr는 효율적인 운영과 높은 수익성을 자랑하는 세계 최대의 게이 및 양성애자 네트워크입니다.