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
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
Hosts Harry Stebbings, Rory O’Driscoll, and Jason Lemkin analyze Jensen Huang’s open-weights manifesto, Anthropic’s regulatory stance, and the Hugging Face security breach.
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 the firm’s pivotal investment in Anthropic.
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 Nitsky, CPO at McCaw, about AI data strategies and product management.