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20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
20VC: Why Large Seed Rounds Increase the Chances of Success | When to Sell in Venture | Why Multi-Stage Firms Do Not Do The Work | Is Europe Totally F****** and Why AI Means London Can Compete with the US with Hussein Kanji
20VC: Monday.com: Scaling from $6M to $120M in ARR in 3 Years | How Monday Have Built the Best Performance Marketing Engine in SaaS | Going Upmarket, International and Multi-Product; The Biggest Lessons and Mistakes with Eran Zinman
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia
20VC: Shervin Pishevar on The Epic Uber War and What Really Happened in the Firing of Travis Kalanick | Raising $15BN to Win China | Why The Traditional Venture Capital Model is Dead | The Future of Quantum and How We Will Cure All Diseases in 10 Years
20VC: The Future of Foundation Models | The Future of AI Consumer Apps and Why OpenAI Did a Disservice to Them | The Future of Music: Spotify vs YouTube & Spotify vs TikTok: What Happens with Mikey Shulman @ Suno
20VC: Carvana: The Most Wild Story in Public Markets: From $60BN to $400M and Back to $40BN | The Biggest Opportunities, Mistakes and Challenges Ahead for One of the Public Market's Only 100x Investments
20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mike Maples @ Floodgate
20Sales: Rippling's CRO on Why Founders Should Not Create Sales Playbooks | Why Discounting is BS and How to Create Urgency in Deals | The Biggest Lessons on Pricing and How to Win the Pricing Game with Matt Plank
20VC: UiPath's Daniel Dines on Why Agents Do Not Mean RPA is F***** | Why We Have Reached the Upper End of Scaling Laws | The Future of Work in an Agent World and What Everyone Misunderstands About Enterprise AI
20VC: Reid Hoffman on The Trump Administration | Elon Musk and DOGE | The US Defence Budget, NATO and The War in Ukraine | China, Tariffs and TikTok | The Future of Chips, Nuclear Energy, Quantum Computing and Climate
20Growth: How to Scale to $30M ARR Bootstrapped through Content and Brand | The Ultimate Equation to Success in Sales and Why Most Founders Suck at Sales | Why You Should Overpay People and What That Means with Guillaume Moubeche @ Lempire
20VC: The Future of War: Are We Ready & What Needs to Be Done | China, Russia and Trump: What Happens Now | Raising $828M to Build the Defence Champion of Europe | Torsten Reil, Co-Founder @ Helsing
20VC: From Unsexy Startup to $1.8BN Acquisition | Why VCs and Founders are Fundamentally Misaligned | Why Valuations and Fundraising are BS | Lessons from Josh Kushner and Marc Andreesen | Zac Bookman, OpenGov
20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Software Engineers with Guy Podjarny
20VC: Why Price Sensitivity is BS | Why "Portfolios" are Merely a Construct to Make LPs Happy | Why the Best Investment Never Happen in "Fundraising Rounds" | What Europe Needs to do to Become a Superpower Again | Klaus Hommels, Lakestar
20VC: Discord's Jason Citron on Why Everything We are Taught About Hiring & Management is BS | Do Richer Founders & Gamer Founders Make Better Founders? | Never Before Told Moments Behind Scaling to 200M Users
20Sales: What I Learned Scaling Datadog from $60M to $1BN in ARR | How to do Outbound in 2024 | Why Discounting is Dangerous and Contract Sizes are Misleading with Dan Fougere
20VC: Turning $16.5M into $2.1BN; Lessons from the Greatest Venture Investment in European History: UiPath | Why VC is Not Being Commoditised | Why Price Does Not Matter | Lessons on Loss Ratio, Selling and Signalling with Cem Sertoglu
20VC Alain De Botton on Why Companies Are Not Families | Why Status is Making You Miserable | Why Parents Want Their Kids to Fail | Why We Are Richer Yet More Anxious Than Ever & Why You Should Not Always "Be Yourself"
20Growth: Inside Perplexity's Growth Machine: What Worked, What Did Not Work | Why Paid Acquisition is a Drug and Brand Marketing is BS | The Good, Bad and Ugly of A/B Tests and Why Micro-Optimisations are Under-Rated with Raman Malik
20VC: Bolt; The Most Insane Story in Startups | Turning a $5K Loan into an $8BN Company | Why Every VC Turned Down One of Europe's Biggest Winners | Competing with Uber & The Future of Micromobility and Self-Driving
20VC: Anduril Co-Founder on How a Trump Administration Changes the Defence Industry | What Happens Between China vs Taiwan, Israel vs Palestine, Russia vs Ukraine | How Software Changes War & Why TikTok Should Be Banned with Matt Grimm