The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO Breakdown: Where Does it Price?
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.
Show Notes
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Agenda:
– Did Jason Just Kill Replit?
– Why Claude Lies To You and Cannot Be Trusted
– You Cannot Trust Agents. Period.
– Why Windsurf Was Dead Without Claude
– Cursor vs. Lovable: What's the Better Bet?
– Should You Still Invest in Cursor at $28B?
– Would You Bet on Anthropic at $100B or OpenAI at $300B?
– Inside OpenAI's Secret Weapon: The Calvin French-Owen Memo
– Perplexity Just Crushed ChatGPT and Claude
– Will Cursor Build Their Own Models Before Anthropic Cuts Them Off?
– Figma's IPO at $16B: Outrageous or Fair Game?
– 90% of Seed Funds Are Cooked—Is Rob Go Right?
– How Often Do You Meet a Founder Who Can Return the Fund?
– Which Seed Fund Would You Back Today?
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