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

1519 episódios

20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
03/10/2026 | 1h 1min
Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billion Series F at a $30.9 billion valuation. Its backers include NVIDIA, Founders Fund, Gavin Baker's Atreides Management, Mubadala Capital and Valor Equity Partners.
AGENDA:
04:40 What Does Climbing Everest Teach You About Building a Company?
17:40 What's Really Stopping Us From Building Enough AI Data Centres?
25:50 Are Data Centres Really Driving Up Your Energy Bills?
28:05 Will Half of Planned AI Data Centres Never Get Built?
32:10 How Quickly Can a GPU Pay for Itself?
38:35 Will Your GPUs Become Obsolete Before You've Paid Them Off?
44:20 What Does It Take to Produce the Cheapest Intelligence?
49:50 Will Companies Building Their Own Models Eat Into OpenAI's Business?
51:55 Can You Build a $30B Company and Still Be a Great Dad?
20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover
01/10/2026 | 1h 18min
AGENDA:
00:00 Highlights: Jack Altman Joins The Trio
05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments
10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta
25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B
39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20%
43:00 AI Startup Seeks $10B Valuation Just One Week After Seed
47:00 Modal Hits $15B Valuation as Baseten Eyes $26B
54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get
57:00 Oura Pulls IPO After Targeting a $16B Valuation
01:03:00 Nubank Eyes $8–12B Monzo Takeover
01:08:00 Bessemer Raises $5.75B as NFX Switches to Its Own Capital
01:14:00 Anthropic Founders Move to Lock In 50.1% Voting Control
20VC: $1BN ARR in 18 Months; The Untold Story of Higgsfield | Spending $4M Per Month on Models | Why Moats in AI are BS | Scaling a Content Team to 150 People with Alex Mashrabov
28/09/2026 | 1h 9min
Alex Mashrabov is the Founder and CEO of Higgsfield, the third fastest scaling company to $1BN in ARR behind OpenAI and Anthropic. Reports suggest their latest funding round could place an $8BN valuation on the company. Prior to Higgsfield, Alex sold his prior company to Snap Inc for $166M. Alex was a competitive programmer as a kid, reaching third best in the world.
AGENDA:
00:00 The Programming Prodigy Who Sold to Snap for $166M
09:00 Burning $10M: The Pivot That Saved Higgsfield
12:00 A $1B Revenue Run Rate in 18 Months; How Real Is It?
16:00 Will OpenAI and Google Wipe Out $20 AI Subscriptions?
21:00 Are AI Labs Gaming the Benchmarks?
28:00 Spending $4M a Month on AI; Genius or Insanity?
36:00 Are AI Moats Bullshit? The Great "Wrapper" Debate
43:00 One Full Day With His Son in Three Months: The Cost of Ambition
54:00 Quickfire: Is Snap Broken—and Will HubSpot Survive AI?
01:02:00 $10B in the Next 12 Months? Alex's Audacious Growth Bet
20VC: Five Predictions for a World of Agents | The Ads Business Model Will Die | Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel
26/09/2026 | 56min
Parag Agrawal is the Co-Founder and CEO of Parallel, building web search infrastructure for AI agents.
Parallel has announced $230M in funding from Sequoia, Khosla, and First Round Capital. Previously, he was CEO of Twitter, succeeding Jack Dorsey after serving as CTO and becoming the company's first Distinguished Engineer.
AGENDA:
03:00 What Breaks When Agents Search the Web 1,000x More?
07:00 Speed, Cost or Accuracy: What Do Agents Really Need?
13:00 Will Tiny Models Catch Today's Most Powerful AI?
16:00 Is Model Routing a Commodity?
21:00 Is Amazon Making a Mistake by Blocking AI Agents?
23:00 Does the Ads Business Model Die in a World of Agents?
27:00 Can You Pay Publishers Without Killing Your Margins?
33:00 Why Parag Wants a Race to the Bottom on Price
43:00 What Stops Your AI Agent Breaking the Rules to Get Results?
45:00 Why AI Hacks Should Embarrass the Labs
52:00 What Parag Saw Working With Elon Musk
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
24/09/2026 | 1h 20min
AGENDA:
04:35 Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom?
10:30 OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028?
12:55 Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival?
17:05 Amazon Blocks AI Shopping Agents. Shopify Welcomes Them.
24:10 ChatGPT Inventor Launches Jev. Vercel's Fastest Launch Ever.
34:15 A $40 Million Seed Round. Is Traditional Seed Investing Dead?
39:00 Menlo Sounds the AI Bubble Alarm. Harry Calls BS.
54:00 Factory Triples Its Valuation to $5 Billion. Coding Is the Mother Lode.
1:00:20 Legora Hits $200 Million ARR. Is $11 Billion Too Rich?
1:03:50 Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
1:08:55 Keith Rabois vs Airwallex. Fintech's Feud Escalates.
1:16:40 Sydney Sweeney for Airwallex? Lemkin's Wild PR Plan.

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

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.

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