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

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

Hosted by Harry Stebbings

About

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.

Host

Harry Stebbings

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

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โ€œthe economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it.โ€

โ€” Rory O'Driscoll
#3
APR 7, 2026Harry Stebbings

20VC: DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution | Why LLMs Will Not Commoditise & We Have Not Hit Scaling Laws | Bottlenecks in AI & The Energy Crisis Caused By AI | Whether AI Will Do More to Harm or Help Inequality

  • โ€ข

    AGI arrival is likely within five years

    โ€œI would say there's a very good chance of it being within the next five years.โ€

    โ€” Demis Hassabis
  • โ€ข

    Compute remains the primary bottleneck for AI

    โ€œCompute is the big one... the cloud is our workbench basically.โ€

    โ€” Demis Hassabis
  • โ€ข

    Scaling law returns remain substantial despite slowing

    โ€œI would say the returns are kind of still very substantial, although they're a bit less than they were obviously at the start of all of this scaling.โ€

    โ€” Demis Hassabis
  • โ€ข

    AI currently lacks human-like continuous learning

    โ€œThese systems don't learn after you finish training them, after you put them out into the world. They're not very good at learning further things.โ€

    โ€” Demis Hassabis
  • โ€ข

    AGI will dwarf the Industrial Revolution's impact

    โ€œI sometimes quantify like AGI, the coming of AGI is like 10 times the industrial revolution at 10 times the speed.โ€

    โ€” Demis Hassabis
#2
APR 4, 2026Harry Stebbings

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

  • โ€ข

    Public markets drive higher team performance

    โ€œI think running the company in the public markets is more fun than being private.โ€

    โ€” Andrew Dudum
  • โ€ข

    Hire for grit over elite credentials

    โ€œI seek out grit. I seek out a lot of grit. Because I think when you're disrupting an industry, which we are... you have to have a team that is used to being uncomfortable.โ€

    โ€” Andrew Dudum
  • โ€ข

    Replace yourself with better talent every year

    โ€œIn order to do that, you have to replace yourself every 12 months with talent equal or better always.โ€

    โ€” Andrew Dudum
  • โ€ข

    Avoid over-hiring strategic non-builders

    โ€œI think as you scale, there's a pressure to go hire that big strategy person who has more credentials than you. And I think you have to fight that at all costs.โ€

    โ€” Andrew Dudum
  • โ€ข

    Brand marketing requires long-term consistency

    โ€œI think what you gain confidence in with brand marketing over time is that consistency is required.โ€

    โ€” Andrew Dudum
#1
APR 2, 2026Harry Stebbings

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?

  • โ€ข

    Anthropic generated $6B revenue in February alone

    โ€œAnthropic... where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime.โ€

    โ€” Harry Stebbings
  • โ€ข

    Claude Mythos leak reveals 10-trillion parameter model

    โ€œaccidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter modelโ€

    โ€” Harry Stebbings
  • โ€ข

    OpenAI kills Sora to optimize scarce compute

    โ€œthe economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it.โ€

    โ€” Rory O'Driscoll
  • โ€ข

    OpenAI reaches $100M ARR from ad revenue

    โ€œOpenAI killing Sora and hitting 100 million ARR on adsโ€

    โ€” Harry Stebbings
  • โ€ข

    Autonomous agents will accelerate corporate data leaks

    โ€œWe're going to see it explode in terms of like the stuff that was published today... in the agentic era.โ€

    โ€” Jason Lampkin

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