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

1523 episodi
20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes
12/10/2026 | 55 minMike 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?20Sales: Inside Ramp's Sales Playbook: How to Build a Sales Machine with Max Freeman, SVP Sales @ Ramp
10/10/2026 | 1 h 7 minMax 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?20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B
08/10/2026 | 1 h 13 minJoinin 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 VC20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures
05/10/2026 | 1 h 6 minVenky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association.
AGENDA:
07:00 Can You Still Do Seed Without a $1 Billion Fund?
11:00 How Much of AI's Revenue Growth Is Actually Real?
19:00 When Is "Overpaying" the Smartest Investment You Can Make?
25:00 Does Ownership Still Matter in a World of Trillion-Dollar Outcomes?
31:00 Is "Big Tech Will Buy Us" a Dangerous Investment Thesis?
36:00 Why Invest in Venture When You Can Just Buy the Magnificent Seven?
45:00 When Should You Sell a 40x Winner—and When Should You Double Down?
54:00 Can a $50 Million Fund Still Compete With the Venture Giants?
58:00 Quickfire: Is Benchmark Harder to Beat Than Sequoia?20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
03/10/2026 | 1 h 1 minChase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners.
AGENDA:
04:40 What Does Climbing Everest Teach You About Building a Company?
17:40 What's Really Stopping Us From Building Enough AI Data Centres?
25:50 Are Data Centres Really Driving Up Your Energy Bills?
28:05 Will Half of Planned AI Data Centres Never Get Built?
32:10 How Quickly Can a GPU Pay for Itself?
38:35 Will Your GPUs Become Obsolete Before You've Paid Them Off?
44:20 What Does It Take to Produce the Cheapest Intelligence?
49:50 Will Companies Building Their Own Models Eat Into OpenAI's Business?
51:55 Can You Build a $30B Company and Still Be a Great Dad?
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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