2W
20VC with Harry Stebbings
Summary
20VC with Harry Stebbings covering Venture Capital, Anthropic, OpenAI, and AI Agents. Notable guests include Oswald Nitzke (CPO, Mercor), Lin Qiao (Founder, Fireworks), Fred Turner (Co-founder & CEO, Curative), and Avishai Abrahami (Founder and CEO, Wix). Episodes span from Mar 2025 to Jul 2026.
107episodes
3,319total claims
12topics covered
107 episodes
Mercor CPO on Revenue Concentration from Frontier Labs
›Jul 25, 2026
Mercor is in a state of hypergrowth, with demand outstripping its ability to spend and a headcount that has grown over 10x, positioning it as a key player in the AI data infrastructure market. The ...
AI DataTraining DataEvaluation DataData Annotation+13 more
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
›Jul 23, 2026
The release of near-frontier, open-weight Chinese models like KIMI and Qwen is intensifying competition and creating significant price pressure on Western incumbents like OpenAI and Anthropic. A ma...
AI ModelsLarge Language Models (LLMs)Open-Weight ModelsKIMI+15 more
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
›Jul 20, 2026 · WITH Lin Qiao
The future of AI will be dominated by millions of specialized, private models trained on proprietary enterprise data, not a few general intelligence models (AGI). A predicted 10x reduction in AI to...
AI InfrastructureInferenceModel Fine-TuningSpecialized AI+11 more
From 7 to 7,000 Employees in 9 Months | Curative Co-founder & CEO
Jul 18, 2026
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO
Jul 16, 2026
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding
Jul 13, 2026
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder
Jul 11, 2026
Sam Altman Offers Trump 5% of OpenAI | Enterprises Fear Frontier Models | DeepSeek Builds Own Chips
Jul 9, 2026
Now is the Time for the App Layer | OpenAI & Anthropic Won't Win the App Layer | Mike Mignano, USV
Jul 6, 2026
The $100,000 token budget EVERY engineer will need | Sierra Co-Founder
Jul 4, 2026
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups
Jul 2, 2026
Bloom Energy CEO: Why Electricity, Not AI Models, Will Decide the Winners of the AI Race
Jun 29, 2026
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong
Jun 27, 2026
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN
Jun 18, 2026
How Export Controls Helped Not Hurt China & Power is the Bottleneck to AI | Perplexity CEO
Jun 15, 2026
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR
Jun 11, 2026
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
Jun 8, 2026
Why Token Maxing is Failing Enterprise Startups | Legora CTO
Jun 6, 2026
Mercor CEO on Why Application Layer Companies Have No Defensibility & Token Spend Exceeds Salaries
Jun 1, 2026
The Most Intense Workplace Culture in America | The Journey from $0 to $2.6BN Valuation
May 30, 2026
The One Man Accelerator at The Four Seasons & Why VCs Can Be Sharks | Josh Browder
May 18, 2026
The Five Year Desert to Product Market Fit and a $5.3BN Valuation | Shiv Rao, Founder @ Abridge
May 16, 2026
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN
May 14, 2026
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer
May 11, 2026
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries
May 9, 2026
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada
May 4, 2026
Inside Clay's Sales Playbook | Becca Lindquist
May 2, 2026
$160B Market Cap, $5.48B Revenue, $10M EBITDA Per Head: Inside AppLovin’s Profit Engine
Apr 27, 2026
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad
Apr 25, 2026
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years
Apr 20, 2026
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race?
Apr 16, 2026
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
Apr 14, 2026
ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota
Apr 11, 2026
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI
Apr 7, 2026
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
Apr 4, 2026
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN
Apr 2, 2026
Marc Andreessen on The Future of VC: Will a16z Go Public & Why Introspection is Dangerous?
Mar 30, 2026
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
Mar 28, 2026
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman
Mar 23, 2026
This is why I don't believe in sales quotas | Figma CRO
Mar 21, 2026
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract
Mar 19, 2026
Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World
Mar 16, 2026
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral
Mar 14, 2026
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks
Mar 12, 2026
"Cursor is Dead" is Total BS: Here is Why | Miles Clements
Mar 9, 2026
Mitchell Green: Why 50% of VCs Should Not Exist
Mar 7, 2026
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman
Mar 2, 2026
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
Feb 28, 2026
Insights from Coatue's Growth Investor Lucas Swisher
Feb 23, 2026
OpenAI's Codex Lead: Why Coding as We Know It is Over
Feb 21, 2026
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World
Feb 16, 2026
The Ruthless Sales Culture Behind ElevenLabs Growth | Carles Reina
Feb 15, 2026
a16z, Anish Acharya： Is SaaS Dead？ Do Margins Still Matter？ Why We Are Not in an AI Bubble？
Feb 9, 2026
Oren Zeev: 50% of Funds Will Go Out of Business & Why GPs Shouldn't Tell LPs Their Strategy
Feb 2, 2026
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All?
Jan 26, 2026
Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady
Jan 19, 2026
The Brutal Truth About Hiring, Firing, and Building World-Class Sales Orgs | Chad Peets
Jan 9, 2026
Fuse CEO Alan Chang: The Revolut Playbook of Speed & Ownership, Why Founders Aren’t Ambitious Enough
Jan 5, 2026
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers
Dec 31, 2025
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges
Dec 22, 2025
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI?
Dec 15, 2025
Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud
Dec 8, 2025
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear
Dec 1, 2025
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS
Nov 24, 2025
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI?
Nov 17, 2025
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns
Nov 10, 2025
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data
Nov 3, 2025
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook
Oct 27, 2025
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation
Oct 20, 2025
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble
Oct 13, 2025
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth
Oct 6, 2025
Groq Founder, Jonathan Ross： OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN
Sep 29, 2025
General Catalyst CEO, Hemant Taneja： Lessons Scaling GC to $40BN in AUM
Sep 22, 2025
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months
Sep 15, 2025
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup
Sep 8, 2025
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice
Sep 1, 2025
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS
Aug 25, 2025
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt
Aug 18, 2025
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory
Aug 11, 2025
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity
Aug 4, 2025
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China
Jul 28, 2025
Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding
Jul 21, 2025
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI
Jul 14, 2025
Scott Galloway on Billionaire Happiness, Money & Self-Worth | Why We Should Drink More & Not WFH
Jul 7, 2025
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR?
Jun 30, 2025
GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank
Jun 23, 2025
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft
Jun 16, 2025
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!"
Jun 9, 2025
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date!
Jun 2, 2025
Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN
May 26, 2025
Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education
May 19, 2025
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund
May 12, 2025
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed
May 5, 2025
Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds
Apr 28, 2025
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time
Apr 21, 2025
Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have
Apr 14, 2025
Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back
Apr 7, 2025
Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese
Mar 31, 2025
Julia Hoggett, CEO @ LSEG plc: The Myths and the Reality of The London Stock Exchange
Mar 28, 2025
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken
Mar 26, 2025
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance
Mar 24, 2025
Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce
Mar 17, 2025
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race
Mar 12, 2025
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions"
Mar 10, 2025
Julian Teixeira, CRO @ 1Password: How to Hire and Train Your First Sales Hires
Mar 7, 2025
Anton Osika, Co-Founder and CEO @ Lovable: Hitting 85% Day 30 Retention - Better than ChatGPT
Mar 5, 2025
Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265
Mar 3, 2025
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