The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
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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Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing the boundaries of AI.
AGENDA:
— The Real Threat to SaaS is The Switching Cost Coming Down
— What revenue multiple will software companies trade at in the future?
— Why you need to build your own customer service AI to win
— Klarna has two times the customer base of Revolut. They will beat Revolut
— How I lost a billion dollars not investing in Nubank
— Why Nubank are more likely to win the US than Revolut?
— We used to be 6,000 people. Now we are just 3,000
— When is a high valuation too high and can be dangerous?
— How we got Sequoia to invest and Michael Moritz to join the board
— If you are an investor today that is not building then you're at a fundamental disadvantage
— I have changed my mind on the adoption cycle... I think it will take longer than people think
20VC: Is SaaS Dead: Klarna Replaces 1,500 Internal SaaS Products | Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
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