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

AGENDA:
00:00 — Anthropic's Monster Month: 6 Billion in February Revenue
04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters
11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?
14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting
34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation
49:50 — Epic Games Layoffs: The Reality of the Attention Economy
52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal
59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California
01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat

AGENDA:
00:00 — Anthropic's Monster Month: $6BN in February Revenue
04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters
11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?
14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting
34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation
49:50 — Epic Games Layoffs: The Reality of the Attention Economy
52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal
59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California
01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat

Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb, Coinbase, Anduril and many more. Marc is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the Mosaic internet browser and co-founded Netscape (sold to AOL for $4.2 billion). He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. 
AGENDA:
05:00 — Why Introspection is Overrated: The Dangers of Learning from the Past
08:00 — The One Trait Marc Andreessen Looks For in Every Founder
14:30 — Are the Best Founders Broken? What Makes the Best Founders?
16:00 — "Extreme Ownership": Why Everything Being Your Fault Changes Everything
19:00 — "Do You Read the Comments?" Fame, Criticism & How to Deal with Haters
26:00 — Is Venture Now Go Big or Go Home? The Real Future of VC
30:00 — Does Price Matter Anymore? The Dangerous Truth About Valuations
33:00 — "Stop Chasing Diamonds in the Rough": Why Most VCs Get This Completely Wrong
36:00 — Do You Actually Need to Like Founders? The Uncomfortable Answer
40:00 — Are Companies 75% Overstaffed? The Most Controversial Take on Hiring
45:00 — When Will a16z Go Public? 
50:00 — Why Labour Displacement Theory Around AI is Totally Wrong
55:00 — Why Silicon Valley Is More Dominant Than Ever?
01:00:00 — Why a16z Invested $300M into Adam Neumann 
01:05:00 — What Still Drives Marc Andreesen?
01:10:00 — What is the Biggest Mistakes VCs Still Make Today?

Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands and Cyera, leading to multiple 10x+ funds. He has the only remaining monopoly in venture; cyber security in Israel. If it is good, Gili sees it, it is that simple. 
AGENDA:
00:00 — Does the Venture Business Even Work Anymore?
05:58 — The Insane Rise of $150M Seed Rounds!
08:58 — Will Mega Funds Ever Actually Return Venture Economics?
11:13 — How Do You Value Companies Growing at Impossible Speeds?
14:50 — The Truth About Growth: Why Most Companies Eventually Plateau
18:50 — Do Margins Still Matter in the Age of AI?
24:32 — How To Make Mega Money in the World of Secondaries
28:11 — What Are Core Misalignments Between GPs and LPs That No One Discusses?
37:57 — Quick Fire: Best Investment, Most Memorable Founder, Investing Icon

AGENDA:
05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?
07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility?
18:00 — SpaceX at $2 Trillion: Elon's Insane Plan to Build Data Centers in Space
29:00 — Jeff Bezos' $100 Billion Fund: The End of "Doing It the Hard Way"
34:00 — The $20 Billion "Acqui-hire": The Groq Deal Broken Down
40:40 — Figma's Death Spiral? Why the Markets Are Terrified of AI Disruption
56:00 — The Broken VC Math: Why You Need $1BN To Do Series A
01:04:00 — Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"