The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Elena Verna is the Head of Growth at Lovable, one of the fastest growing companies in the world having hit $400M in ARR in just 18 months. Prior to Lovable, Elena was Head of Growth at both Dropbox and Miro. 
AGENDA:
00:00 – Why "Growth Is Now a Trust Problem" (Not a Marketing Problem)
06:10 – Is SEO Dying Because of AI Search?
07:00 – Did Lovable's Growth Come From the Founder's Personal Brand?
08:30 – Why Every Founder Should Push Employees to Be Marketers?
13:10 – Why Every Employee at Lovable Ships Code (Even Marketing)
21:20 – Why Paid Marketing in Year One Is a "Death Trap"
31:50 – Why Annual Subscriptions Are the Wrong Monetization Model for AI
37:00 – If Elena Had an Unlimited Marketing Budget, What Would She Do?
48:00 – How Lovable Does Product Launches

AGENDA:
00:00 - ANTHROPIC VS. THE PENTAGON: The Billion Dollar Supply Chain War
07:11 - B2B PANIC: Why Leading Companies Are Losing Deals to OpenAI
12:19 - THE ANTHROPIC ENDGAME: Will Claude Eclipse ChatGPT?
17:39 - THE DATA CENTER ARMS RACE: Is the AI Hype Cycle Finally Dead?
24:43 - 24/7 PERSISTENT AI: Why You'll Soon Need Data Centers in Space
30:37 - THE DEATH OF THE JUNIOR: Why Entry-Level Jobs are Vanishing
41:55 - AGENT-LED GROWTH: The Secret Reason Startups are Exploding in 2026
46:58 - THE ERA OF GENTLE DECELERATION IS DEAD: Public Markets Turn Brutal
55:54 - FIGMA MAKE IS TERRIBLE? The Failure of Quarterly Software Releases
01:00:54 - THE ULTIMATE STOCK PICKS: What to Buy and Sell Right Now

Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. 
AGENDA: 
03:38 Where is True Alpha and Value in a World of AI 
05:10 Why it is Total BS that Cursor is Dead
07:55 Why Cursor Were Not Wrong to Build Their Own Models
09:38 What is the Upside When Investing in Cursor at $27BN?
15:12 Do Sub $10BN Outcomes Even Matter to a Fund the Size of Accel?
17:07 Losing ServiceTitan: Investing Lesson Learned…
19:55 Missing Rippling: What We Learned
27:20 What is Accel's Win Rate
30:22 How VCs Approach Ownership Has Changed
35:09 Does Miles Feel Happier or Sadder to be an Anthropic Investor Post Pentagon Debacle
36:45 What Happens to Companies Like Miro and Snyk with High Prices to Live Upto?
38:05 Why it is a Great Time to Be Thoma Bravo and Vista 
38:36 Why Founder-Led Companies Are Always Better
41:12 Why Would Any Founder Go Public Today
43:48 When is the Right Time to Take Chips Off The Table?
45:24 Should VC Firms Have Evergreen Funds and Be Responsible for Public Positions
50:28 You Can Pick Any VC to Join Accel, Who Does Miles Choose…

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:
0:00 The SaaS Apocalypse: Why Incumbents Aren't Going to Zero
05:50 "Dead Money": Why Public Software Estimates Were Too High
08:15 Leverage is the Enemy: Lessons from the 1999 Retail Crash
11:50 The Truth About Growth Equity: Zeroes vs. 10X Returns
15:40 Mainframes to AI: Why Oracle and SAP Will Thrive
20:35 The "Stock-Based Comp" Scandal: Silicon Valley's Hidden Crime
24:35 ByteDance vs. The World: Why China Could Win the AI War
31:50 Selling is the Job: Why Buying is the Most Glamorous Part of VC
35:45 Too Many Tourists: Why 50% of VCs Shouldn't Be in the Business
44:10 The Gross Dollar Retention Rule: The Only Number That Matters in SaaS

AGENDA: 
04:13 Anthropic vs The Pentagon: Who Wins
13:54 Was Sam Altman Wrong to Take the Deal 
24:28 OpenAI's $110BN Mega Round: The Breakdown
28:22 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk
34:38 Why We Got the SaaS Apocalypse Wrong?
43:24 Why Salesforce Could be the Best Buy in Public Markets
47:46 Block Lays Off 40% of Team: AI or Overhiring
01:00:16 Cursor Hits $2BN in ARR… so not Dead?
01:18:15 How to Pick Winners in AI?