20VC with Harry Stebbings

20VC with Harry Stebbings

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20VC, hosted by Harry Stebbings, takes you inside the world of Venture Capital, Startup Funding and The Pitch. Join Harry and discover how you can attain funding for your business by listening to what the most prominent investors are directly looking for in startups, providing easily actionable tips and tricks that can be put in place to increase your chances of getting funded. The Twenty Minute VC also provides an instructional guide as to what it takes to get employed in the Venture Capital industry, with VCs giving specific advice on how to get noticed from the crowd and increasing your chances of employment. Our amazing Venture Capitalists also provide their analysis of the current technology market, providing advice and suggestions on the latest investing trends and predictions. Join us so you can see how you can get big, powerful improvements, fast.

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Demis Hassabis: Why LLMs Will Not Commoditize & Why We Have Not Hit Scaling Laws
32:23
20VC with Harry Stebbings 20VC with Harry Stebbings

Demis Hassabis: Why LLMs Will Not Commoditize & Why We Have Not Hit Scaling Laws

Demis Hassabis predicts a 50% chance of AGI within five years and argues that while scaling law returns are moderating, algorithmic breakthroughs—not just compute—will widen the gap between frontier labs and competitors, with LLMs serving as foundational infrastructure to be augmented rather than commoditized endpoints.

about 1 month ago · 10 points
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
1:03:41
20VC with Harry Stebbings 20VC with Harry Stebbings

How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum

Hims & Hers CEO Andrew Dudum defends going public after just 36 months, explaining how quarterly accountability drives performance, why he hires for grit over credentials, and how the $4.3B company operates as a venture incubator managing diverse healthcare bets rather than a single-category weight-loss business.

about 1 month ago · 9 points
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
58:26
20VC with Harry Stebbings 20VC with Harry Stebbings

Why Margins Don't Matter for Early-Stage Startups | Gili Raanan

Gili Raanan argues that despite massive outcome potential in sectors like cybersecurity, today's inflated entry prices (100x+ ARR) combined with statistically low unicorn creation rates (1-2 per year) create a dangerous imbalance where most capital will be wasted, forcing investors and founders to prioritize greed, selectivity, and growth DNA over traditional metrics.

about 1 month ago · 9 points
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman
57:04
20VC with Harry Stebbings 20VC with Harry Stebbings

99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman

Anduril President Matthew Steckman breaks down the company's $20 billion military contract as a procurement 'credit card limit' that streamlines future purchases, while explaining why defense startups fail without US market dominance, deep procurement expertise, and the ability to navigate unpredictable 5-7 year acquisition cycles.

about 2 months ago · 10 points
Inside Figma's $1B ARR Machine | Shaunt Voskanian
1:05:07
20VC with Harry Stebbings 20VC with Harry Stebbings

Inside Figma's $1B ARR Machine | Shaunt Voskanian

Figma CRO Shaunt Voskanian explains how the company reached $1B ARR by eliminating traditional CS and SDR teams entirely, instead building a sales-led outbound machine that expands existing PLG accounts through prescriptive education rather than inbound upgrades.

about 2 months ago · 9 points
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI
1:18:06
20VC with Harry Stebbings 20VC with Harry Stebbings

Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI

Gokul Rajaram outlines his "Eight Modes" framework for evaluating company durability in the AI era, arguing that businesses must possess at least four defensible modes—such as proprietary data, deep workflow integration, or ecosystem lock-in—to avoid commoditization, drawing on lessons from Google, Facebook, Square, and DoorDash.

about 2 months ago · 10 points
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral
1:10:57
20VC with Harry Stebbings 20VC with Harry Stebbings

Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral

Elena Verna, Head of Growth at Lovable ($350M+ ARR), explains how AI has transformed growth into a trust problem where emotional connection beats functionality, requiring companies to leverage founder and employee-led social distribution while building AI-native teams where every member ships code and markets in public.

about 2 months ago · 9 points
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks
1:21:21
20VC with Harry Stebbings 20VC with Harry Stebbings

Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks

Anthropic faces an existential dilemma as the Pentagon designates it a supply chain risk, threatening billions in B2B revenue and forcing a legal battle where the company may win on First Amendment grounds but likely must politically acquiesce to survive, while Meta's absorption of Oracle/OpenAI's surplus data center capacity suggests AI infrastructure demand remains insatiable despite cooling expansion plans.

about 2 months ago · 10 points