Episodes from The Twenty Minute VC (20VC)
The episode discusses the potential impact of AI on various software categories, the rapid growth and valuation of AI-focused companies like Harvey, and the evolving landscape of customer support software.
The episode discusses the impact of AI on the SaaS market, questioning traditional metrics like margins and the "triple, triple, double, double, IPO" growth model.
The episode features an interview with Ariel Cohen, CEO of Navan, discussing the company's recent IPO, its market performance, and the strategic importance of building their own AI customer service platform.
The episode analyzes significant market shifts and company maneuvers, including SpaceX's acquisition of xAI, the downturn in SaaS valuations, Microsoft's market cap loss, NVIDIA's investment dispute with OpenAI, and Waymo's substantial funding round.
Oren Zeev, a prominent solo capitalist, discusses his investment philosophy with Harry Stebbings, emphasizing authenticity, contrarian thinking, and avoiding crowded markets. He addresses the evolving landscape of venture capital, the impact of AI, and the importance of sustainable growth over pure ...
This episode features Omer Shai, CMO of Wix, discussing his long-term marketing strategy and his unique approach to measuring growth.
The episode discusses several major tech industry events, including the acquisition of Brex, the AI revenue landscape, rising inference costs, a significant funding round for OpenEvidence, and trends in the IPO market.
This episode features Max Junestrand, CEO of Legora, a legal AI company, discussing the rapid growth and competitive landscape of AI in the legal tech industry.
The podcast features a candid discussion with sales leader Chad Peets, emphasizing the need for highly driven and obsessive individuals in sales roles.
This episode features an interview with Harry Stebbings by Simon Squibb, where Stebbings shares his journey in building 20VC, including fundraising for a $400 million fund and strategies for cold outreach.