The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Episodes
20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena
Harry Stebbings interviews Anastasios Anagnostopoulos, CEO of Arena, on the rise of Chinese open-source AI models like Kimi K3 beating US counterparts.
20VC: The Best AI Companies Have Unique Data Acquisition Strategies | Will Simile Kill Kalshi, Polymarkets and NASDAQ | How to Sign Fortune 500 Companies As Customers in Weeks with Joon Sung Park, Simile
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
Harry Stebbings and Jason Lemkin analyze Jensen Huang’s open-weight manifesto, contrasting it with Anthropic’s push for AI regulation.
20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo
Harry Stebbings interviews Menlo partner Matt Murphy, who led Anthropic’s early investment.
20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski
Harry Stebbings interviews Oswald Nitzke, CPO of Mercor, on AI data strategy.
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
Hosts Harry Stebbings, Rory O’Driscoll, and Jason Lamkin analyze China’s new open-weight AI models and the resulting US policy debates.
20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks
Harry Stebbings interviews Fireworks AI founder Lin Qiao, who argues for specialized, private intelligence over a single AGI model.