The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough
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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David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds.
AGENDA:
The Bubbles Are Getting Bigger—and There Will Be a Lot of Roadkill
The Worst-Performing Funds Will Be the $50M–$100M Seed Funds
"We're Greedy for Returns, Not Management Fees"
"Pro Rata Is the Original Sin"
"A $1BN Valuation Is the New Series A"
"I Have Never Seen Secondary Markets This Liquid"
Microsoft Has Done a Crappy Job of AI—and Another Dot-Com Crash Is Inevitable
OpenAI and Anthropic Will Be Disrupted—and China Could Do It
"Anyone Who Claims They Knew Is Full of Shit"
Our Children Won't Need to Drive—and Chemotherapy Will Look Prehistoric
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