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: 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.
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: 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: 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
The discussion highlights the benefits of staying private longer for businesses, focusing on strategic investments and the evolving landscape of venture capital and growth equity.
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
The discussion focuses on the future of AI chips and inference, highlighting the role of companies like NVIDIA, AMD, and Google in shaping the landscape.
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
McCore, a fast-growing company, raised $100 million at a $2 billion valuation, focusing on automating talent recruitment and leveraging AI models.
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
The discussion focuses on Odoo's unique business model and growth strategy, emphasizing a commitment to product quality and a non-traditional management approach.
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
The discussion explores the challenges and opportunities in the AI industry, focusing on the blurred lines between infrastructure and application providers, and the importance of adaptability and innovation in maintaining competitive advantage.
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
Max Levchin discusses the importance of hiring brilliant people with extreme personalities and the value of opinionated team members.
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
DeepSeek's AI model, dubbed Sputnik 2.0, is a significant advancement due to its efficient training on limited resources, challenging Western AI dominance.
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
The discussion focuses on effective sales strategies, emphasizing the importance of pipeline generation, hiring practices, and the role of sales reps in creating a conducive buying environment.
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
The discussion explores the backgrounds of successful founders, highlighting common traits and experiences that drive their ambition and success.
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
The discussion highlights the importance of strategic fundraising, the challenges of venture capital in Europe, and the need for contrarian investment strategies.
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
The discussion revolves around the AI industry, focusing on Synthesia's growth, challenges in AI adoption, and the future of content creation.
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 discussion centers on the potential of Uber under Travis Kalanick's leadership and the impact of his removal, highlighting the role of venture capitalists and the strategic decisions involved.
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
Suno is revolutionizing music creation by making it accessible and engaging, similar to video games, and aims to expand the music industry by involving more participants.
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
Carvana's journey from a $2 billion IPO to a $60 billion peak, a 99% drop, and a resurgence to $50 billion showcases resilience and strategic growth.
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 discussion focuses on seed investing strategies, emphasizing the importance of risk management, finding inefficiencies, and the power of the Pareto principle in venture capital.
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.