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20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?
David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a f…
13 hours ago
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree
AGENDA:
04:00 Anthropic Files S-1 Ahead of $2TRN IPO
14:50 Microsoft Offers Buyouts to 60,000 Employees
20:45 Zuckerberg Taps Equity Markets for $95…
2 days, 13 hours ago
20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More
Satya Nadella is the CEO of Microsoft and one of the greatest CEOs of our time. Satya has been at the company for an astonishing 34 years. When he jo…
5 days, 13 hours ago
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
AGENDA:
05:00 Will we run out of energy?
19:00 Will specialised chips threaten NVIDIA's dominance?
26:00 Can we trust AI agents more than humans?
31:…
1 week ago
20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B
AGENDA:
04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups
13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom…
1 week, 2 days ago
20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer
Sameer Dholakia is a Partner @ Bessemer, the first that has just raised $5.75BN across a $1.75BN seed fund and $4BN growth fund. Sameer has led inves…
1 week, 5 days ago
20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain
Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents.
Backed by Sequoia Capital, Benchmark …
2 weeks ago
20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation
AGENDA:
04:00 Valar Atomics Sues Seed Investor Day One Ventures Over Pro Rata
17:00 Meta Returns to the AI Frontier With Muse Wonder
20:00 NVIDIA Eye…
2 weeks, 2 days ago
20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes
Mike Cannon-Brookes is the Co-Founder and CEO of Atlassian, the company behind Jira, Confluence, Trello and Loom.
Atlassian generated $6.5BN in ARR i…
2 weeks, 5 days ago
20Sales: Inside Ramp's Sales Playbook: How to Build a $1.7BN ARR Sales Machine with Max Freeman, SVP Sales @ Ramp
Max Freeman is SVP of Sales at Ramp. He joined the company as its first sales hire. By 2025, he was leading more than 300 salespeople, helping build …
3 weeks ago