The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

by Harry Stebbings

82 episodes

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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Ask about The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchAnswers are grounded in this source's posts from the last 30 days.

Recent Posts

82 posts
20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy

20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy

186 days ago•The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch•Harry Stebbings
Podcast1 hr 8 min

The SaaS sector is currently discounted due to broad fears about AI, creating a potential buying opportunity in unfairly punished companies. Focus on identifying businesses that are clear beneficiaries of AI, using it to improve margins and strengthen their market position. When analyzing companies, prioritize those with operational complexity and large, proprietary data sets, as these are strong defensible moats. Watch for a potential wave of major IPOs around 2026-2027 from companies like SpaceX, Stripe, and Databricks, which could signal a positive shift in the tech market. A key private company to monitor for a future IPO is Navan, which is a prime example of an undervalued AI winner in the travel and expense industry.

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20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix

20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix

188 days ago•The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch•Harry Stebbings
Podcast1 hr 1 min

Wix (WIX) presents a compelling growth opportunity, signaled by its aggressive marketing spend and a stated goal to surpass $2 billion in sales. The company appears confident in its strategy, focusing on a key metric of recouping customer acquisition costs in under 12 months. Given its established business and successful integration of AI, WIX may be undervalued compared to highly-valued private competitors in the same space. The insights also reinforce the durable market position of large-cap tech, making Alphabet (GOOGL) a core holding as its search dominance persists. Likewise, Meta Platforms (META) remains a strong long-term investment due to the proven effectiveness of its advertising platform.

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