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

Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents.
Backed by Sequoia Capital, Benchmark and IVP, LangChain has announced approximately $160 million in funding with the last round at a $1.25BN valuation. The company works with 35% of the Fortune 500, has surpassed one billion open-source downloads and processes over one billion events daily through LangSmith.
AGENDA:
04:10 Why Is It Still So Hard to Build AI Agents?
08:50 Will the Model Labs Eat the Agent Stack?
16:25 Is Model Routing a Real Business or a Commodity?
25:45 Why Has No One Solved AI Memory?
35:45 Why Are AI Bills Exploding as Tokens Get Cheaper?
43:25 Should Companies Be Afraid of Chinese AI Models?
46:20 Where Would Harrison Not Be Investing Today?
53:05 Should Founders Take a Discount for Benchmark and Sequoia?
57:35 OpenAI at $1.5T or Anthropic at $2T: Which Would You Buy?

AGENDA:
04:00 Valar Atomics Sues Seed Investor Day One Ventures Over Pro Rata
17:00 Meta Returns to the AI Frontier With Muse Wonder
20:00 NVIDIA Eyes $30B Reflection Deal as Amazon Circles Decart
26:00 Jev Raises $870M at a $7.5B Valuation—Weeks After Launch
31:00 42 New Decacorns: The AI Boom Overtakes 2021's Record
36:00 Isomorphic Labs Eyes $50B Valuation in New Funding Talks
46:00 Anthropic Slashes Haiku Prices by 90% as AI Price War Intensifies
52:00 Bending Spoons Slashes Airtable's Team: What Do Founders Owe Employees?
57:00 Bumble to Go Private in $1.3B Deal: Can AI Transform Dating?
01:01:00 The SaaSpocalypse Deepens: Why $500M ARR May No Longer Be Enough
01:06:00 Flock Safety Cuts 270 Jobs Amid Privacy and Security Backlash

Mike Cannon-Brookes is the Co-Founder and CEO of Atlassian, the company behind Jira, Confluence, Trello and Loom.
Atlassian generated $6.5BN in ARR in 2026, and serves more than 350,000 customers, including over 85% of the Fortune 500. Today, Mike is leading its expansion into enterprise AI through Rovo and the Teamwork Graph, connecting company knowledge with AI agents.
AGENDA: 
03:00 Do AI Agents Turn Traditional Software Into Just Databases?
16:00 Will Enterprises Ever Trust Chinese AI Models?
20:00 Is Building Your Own AI Model a Losing Bet?
24:00 Can AI Startups Survive When They Finally Have to Care About Costs?
30:00 What Happens When AI Gets Cheaper Than Anyone Expects?
35:00 Is Company Context the Real Moat in Enterprise AI?
41:00 What Happens When OpenAI and Anthropic Come for Your Customers?
44:00 Why Are Young Founders Cashing Out More Than Ever?
49:00 What Does Nobody Tell You About Getting Rich?

Max Freeman is SVP of Sales at Ramp. He joined the company as its first sales hire. By 2025, he was leading more than 300 salespeople, helping build Ramp's sales organisation from the ground up. Ramp's latest reported revenue exceeds $1.7BN, with a valuation of over $40BN. 
AGENDA:
00:00 Inside Ramp's Sales Playbook
05:00 How Do You Find Exceptional Sellers—and Why Bankers Make the Best?
18:00 How Do You Build an Outbound Machine That Scales Beyond Your SDR Team?
24:00 How Do You Shorten Sales Cycles Without Slashing Your Price?
27:00 How Should You Pay Your First Reps—and Incentivise New Products?
34:00 How Do You Onboard Reps Who Can Actually Sell?
40:00 How High Should Quotas Be—and How Long Should Reps Get to Ramp?
44:00 How Do You Drive Customer Expansion and Forecast Revenue Accurately?
54:00 How Do You Grow as a Sales Leader Without Taking Over Every Important Deal?

Joinin the trio today we have Dev Ittycheria, CEO @ MongoDB. 
AGENDA: 
04:00 OpenAI Nears $70B Run Rate—Anthropic's Lead Under Threat
12:00 Factory vs Cognition: Silicon Valley's Talent War Turns Ugly
23:00 Vinod Khosla Blasts His Own Portfolio Company
25:00 Reflection Launches Beam: America Strikes Back in Open-Source AI
34:00 ElevenLabs Doubles Its Valuation to $22B
37:00 Salesforce Buys Listen Labs for $2B—Sequoia Cashes In
46:00 Vercel Hits $600M ARR as Agents Drive Half Its New Business
55:00 Former Groq Engineers Sue Over Nvidia's $17B Deal
01:01:00 Meta's Muse Steals the Show as OpenAI's Dots Underwhelms
01:05:00 Oura Pulls Its IPO Despite 74% Growth—A Warning for VC