Podcast Episodes

20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semicondu…

5 months, 1 week ago

20Sales: The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis | Why You Should Never Hire From Salesforce or Service Now | How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan

Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in…

5 months, 2 weeks ago

20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees

AGENDA: 

00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move

04:46 – Unpacking Anthropic's $30 Billion War Chest

10:52 – The True Co…

5 months, 2 weeks ago

20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder

Josh Browder is my favourite emerging manager. As the Founder of Browder Capital he has been the first check into unicorns like Micro1, Owner.com and…

5 months, 2 weeks ago

20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $30…

5 months, 3 weeks ago

20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets

AGENDA:

00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers.

00:10:45 — Why Anthropic is buying capacity from El…

5 months, 3 weeks ago

20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora

Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over…

5 months, 3 weeks ago

20VC: What I Learned from 100 of the Best CEOs in the World | What I Learned from Staying with Mr Beast for 3 Weeks | How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify

Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over …

5 months, 4 weeks ago

20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential

AGENDA:

00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results

04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came

15…

5 months, 4 weeks ago

20VC: Shopify's Tobi Lütke on How AI is a Scapegoat for Mass Layoffs & What Will Labour Markets Be in the Future | Why We Need More Scrutiny on Charitable Giving, Governments are Bad at What They Do and Trump Derangement Syndrome in Canada

Tobi Lütke is the co-founder and CEO of Shopify, the global e-commerce titan with a $160 billion market cap. Under his leadership, the company genera…

6 months ago