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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded

1 tim 22 min•12 februari 2026

AGENDA:

03:43 Anthropic Predicts $149B in ARR in 2029

09:27 Will FDEs Become More or Less Powerful

26:17 Harvey Raises $200M at an $11BN Valuation

42:45 Is Customer Support a Terrible or Terrific Investment Category

56:14 Anthropic's Superbowl Ad: Who Won and Who Lost

01:11:30 Do CEOs Have to Work Harder Today Than Ever

 

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Visa alla avsnitt av The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
•59 min
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?
•1 tim 10 min
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
•1 tim 12 min
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
•53 min
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
•1 tim 18 min
20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril
•54 min
20Sales: Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma
•1 tim 3 min
20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
•1 tim 15 min
20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
•1 tim 18 min
20Growth: Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral | How Lovable Makes Every Employee a Brand with Elena Verna
•1 tim 9 min

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch med Harry Stebbings finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.