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

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

Harry Stebbings

Economia Notizie

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

Ultimo episodio

1416 episodi

20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
07/02/2026 | 53 min
Ariel Cohen is the Co-Founder and CEO of Navan (formerly TripActions), an AI-powered travel and expense platform. Last month, Ariel took the company public, since being a public company, they have faced a torrid time seeing stock price decline by 50%. The company is currently valued between $4BN-$5BN.
AGENDA:
0:00 The Truth About Going Public After 11 Years
5:50 Why We Couldn't Wait: The Real Reason for the IPO
8:15 Disrupting the Giants: Amex, Concur, and the $1T Opportunity
11:50 "If We Don't Build This, We're Dead": Seeing ChatGPT Early
18:35 Why Navan Built Their Own Customer Service AI
23:45 Why Infrastructure is Overrated (and What Actually Matters)
28:55 Vibe Coding: How We Rebuilt Our Product in 6 Hours
34:55 Are Any Public Company CEOs Actually Happy?
38:50 Lessons from Robinhood: Energy, Ethics, and the Stock Price
45:10 The Cost of Success: $1B Mistakes and Parenting Regrets
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation
05/02/2026 | 1 h 34 min
AGENDA:
00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger
08:44 - The Rehabilitation of the IPO and the End of "State Private Forever"
15:53 - The 2026 SaaS Massacre: Public Market Collapse
31:20 - Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded
45:30 - Microsoft's $360 Billion Market Cap Loss and the Shift in AI Narrative
52:45 - Nvidia's Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment
01:03:30 - Waymo Raises $16 Billion at a $110 Billion Valuation
01:17:30 - The Launch of OpenClaw and Moltbook: 1.5 Million Agents Join a Social Network
20VC: 50% of Funds Will Go Out of Business | Why Growth Expectations Today are BS and Will Not Last | Why Oren Zeev Takes $0 Management Fees But 30% Carry | Why GPs Should Not Tell LPs Their Strategy
02/02/2026 | 1 h 8 min
Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz.
AGENDA:
03:11 – Why the Best Investments Always Look "Wrong" at the Start
05:58 – The AI Tsunami: How to Spot Beneficiaries vs. Victims
10:43 – The Death of Incumbents? Why Most AI Predictions Are Wrong
14:12 – Why Chasing Hyper-Growth is a "Disaster Waiting to Happen"
19:41 – The Biggest Mistakes From 2021 and Investing Lessons From It?
25:52 – Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?
32:00 – The Great VC Shakeout: Why 50% of Funds Will Slowly Die
38:52 – Why Oren Zeev Takes $0 in Management Fees
50:48 – Why VCs Should Never Tell Their LPs What They Are Doing?
59:11 – How I Missed Investing in Facebook and Lessons Learned
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
31/01/2026 | 1 h 1 min
Omer Shai serves as the CMO at Wix. Shai leads a team of over 400 people and is responsible for the company's global online and offline marketing activity, which boasts an incredible growth of approximately 3 million new users every month. Under Shai, the marketing department has executed hundreds of worldwide campaigns for television and social including 5 Super Bowl commercials, creative videos, podcasts and more.
AGENDA:
00:00 — The AI Agent Revolution: 93% Automation?
03:55 — Why I'm Buying TWO Super Bowl Ads This Year
08:58 — The $100M Marketing Secret: Brand vs. Performance
13:28 — Why LTV is Bullshit (and What You Should Use Instead)
18:52 — 10x Your Growth: How to Find Tomorrow's Arbitrage
27:10 — SEO is Dying? Why I'm Increasing My Ad Spend Anyway
31:14 — The TikTok Fail: Why Even Big Brands Can't Crack It
36:11 — Stop Selling the "Why": Put the Product in the Center
47:57 — Will AI Make You Unemployed? A Warning for Marketers
52:27 — Why Celebrity Endorsements Never Work
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
29/01/2026 | 1 h 15 min
AGENDA:
03:36 Brex Acquisition by Capital One for $5.15BN
10:54 Does Brex's Acquisition Help or Hurt Ramp?
16:28 TikTok Deal Completed: Who Won & Who Lost: Analysis
19:30 Anthropic Inference Costs Higher Than Expected
37:50 Open Evidence Raises at $12BN from Thrive and DST
53:56 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:07:27 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS

Altri podcast di Economia

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

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.

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Economia Notizie Tecnologia Investimenti Notizie di tecnologia