The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
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
Tap timecodes to jump
Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more.
AGENDA:
The SaaS Apocalypse: Why Incumbents Aren't Going to Zero
"Dead Money": Why Public Software Estimates Were Too High
Leverage is the Enemy: Lessons from the 1999 Retail Crash
The Truth About Growth Equity: Zeroes vs. 10X Returns
Mainframes to AI: Why Oracle and SAP Will Thrive
The "Stock-Based Comp" Scandal: Silicon Valley's Hidden Crime
ByteDance vs. The World: Why China Could Win the AI War
Selling is the Job: Why Buying is the Most Glamorous Part of VC
Too Many Tourists: Why 50% of VCs Shouldn't Be in the Business
The Gross Dollar Retention Rule: The Only Number That Matters in SaaS
Transcript not yet processed.
Sign in to unlock (1 credit)
Free to start
Full transcripts, AI insights,
Full transcripts, AI insights,
episode chat — free.
Sign up with Google in one click. 10 unlock credits included. No card needed.
Google sign-in · No credit card · Cancel anytime