Episodes

20Growth: Uber's Expansion Playbook for Scaling from 10 Cities to $10BN in Revenue | How Uber Acquired 1M Drivers | How Uber Solved the Chicken and The Egg Problem in New Markets and What Uber Would Be Like with Travis Still There with Scot
Aug. 30, 2024

20Growth: Uber's Expansion Playbook for Scaling from 10 Cities to $10…

Scott Gorlick was employee #99 at Uber. Over 6 years, Scott built Uber in Atlanta and helped the company scale from 10 cities to $10B in revenue. Scott is also a prolific angel investor having written early checks into Lime and Standard Cognition to...

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20VC: AI Scaling Myths: More Compute is not the Answer | The Core Bottlenecks in AI Today: Data, Algorithms and Compute | The Future of Models: Open vs Closed, Small vs Large with Arvind Narayanan, Professor of Computer Science @ Princeton
Aug. 28, 2024

20VC: AI Scaling Myths: More Compute is not the Answer | The Core Bot…

Arvind Narayanan is a professor of Computer Science at Princeton and the director of the Center for Information Technology Policy. He is a co-author of the book AI Snake Oil and a big proponent of the AI scaling myths around the importance of just...

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20VC: Why the IPO Market is not Closed | Why Revenue Multiples are BS and Founders Need to Change | Advice From Jack Ma, Jamie Dimon and Evan Spiegel | Lessons from Taking Snap & Alibaba Public with Imran Khan
Aug. 26, 2024

20VC: Why the IPO Market is not Closed | Why Revenue Multiples are BS…

Imran Khan is the OG of IPOs having taken some of the biggest companies public including Alibaba, Snap, Box, Weibo and more. Today, Imran is the founder and Chief Investment Officer of Proem Asset Management. Prior to co-founding , Imran served as ...

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20Sales: How Snowflake Built a Sales Machine | Why You Have to Hire a CRO Pre-Product | Why Most Sales Reps Do Not Perform | Why Hiring Panels are BS in Interviews | Why Remote Sales Reps Do Not Care About Their Development with Chad Peets
Aug. 23, 2024

20Sales: How Snowflake Built a Sales Machine | Why You Have to Hire a…

Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market...

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20VC: Five Lessons Scaling Toast to $14BN Market Cap | The Biggest Mistakes Founders Make in Fundraising, Hiring and Selling with Aman Narang, CEO @ Toast
Aug. 21, 2024

20VC: Five Lessons Scaling Toast to $14BN Market Cap | The Biggest Mi…

Aman Narang is the Co-Founder and CEO of , one of the best-in-class vertical SaaS companies of our time with a market cap today of $13.5BN. Five astonishing stats that show the quality of the Toast business today: $1.2bn in ARR with 48.4% from...

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20VC: Chips, Models or Applications; Where is the Value in AI | Is Compute the Answer to All Model Performance Questions | Why Open AI Shelved AGI & Is There Any Value in Models with OpenAI Price Dumping with Aidan, Gomez, Co-Founder @ Cohe
Aug. 19, 2024

20VC: Chips, Models or Applications; Where is the Value in AI | Is Co…

Aidan Gomez is the Co-founder & CEO at , the leading AI platform for enterprise, having raised over $1BN from some of the best with their last round pricing the company at a whopping $5.5BN. Prior to Cohere, Aidan co-authored the paper...

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20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Taught Me About Company Building and Investing | How to Analyse Valuation, Market Timing, Sizing and Exiting | Life Inside Alphabet's $7BN Growth Fund
Aug. 16, 2024

20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Ta…

is Managing Partner of , Alphabet’s $7 billion independent growth fund, where she has invested in Stripe, Duolingo (DUOL), Gusto, UiPath (PATH), Webflow and Whatnot. Laela joined CapitalG shortly after its inception in 2013 and was promoted to...

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20VC: Lessons from Mark Zuckerberg, Keith Rabois & Tobi Lütke | Why Remote is a Bad Idea for 90% of Companies | The Framework for How Shopify Builds Product Today | What Humans Get Wrong About Marriage and Kids with Kaz Nejatian, COO @ Shop
Aug. 14, 2024

20VC: Lessons from Mark Zuckerberg, Keith Rabois & Tobi Lütke | Why R…

Kaz Nejatian is Shopify’s VP of Product & Chief Operating Officer. Before Shopify, Kaz founded Kash, a payment technology company which was acquired in 2017 by one of the largest fintech companies in the U.S. Kaz then served as Product Lead for...

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20VC: Sequoia's Shaun Maguire: Will We See WW3 Shortly | Why DEI is a Cancer for Society | Why Iran is the World's Greatest Evil | Why Trump is the Only Hope for Peace in the Middle East | Trump vs Harris: Who Wins & What Happens
Aug. 12, 2024

20VC: Sequoia's Shaun Maguire: Will We See WW3 Shortly | Why DEI is a…

is a Partner at . At Sequoia he led their investment into SpaceX, The Boring Co and X among many others. Before Sequoia he co-founded a cybersecurity company called Expanse which Palo Alto Networks acquired for $1B. Before Expanse, Shaun worked at...

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20VC: Why VC is Distorting a Generation of SaaS Companies & With $900M in ARR and a Market Cap of $2.6BN is Lightspeed the Most Misunderstood Public Company with Dax Dasilva, Founder & CEO @ Lightspeed
Aug. 9, 2024

20VC: Why VC is Distorting a Generation of SaaS Companies & With $900…

Dax Dasilva is the Founder & CEO , one of the most incredible stories in startups. For 7 years they did not raise outside funding and ran a very profitable business. Ultimately they partnered with and Innovia before going public on the Canadian...

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20VC: How a Angel City Makes $31M per Season | How Sports Teams Can and Should Be Better Businesses | Why Every Sports Team Will Look Like a Media Agency and Founding The Most Valuable Women's Sports Team with Alexis Ohanian
Aug. 7, 2024

20VC: How a Angel City Makes $31M per Season | How Sports Teams Can a…

Alexis Ohanian is the Founder and General Partner of , an early-stage venture capital firm with $970M AUM. Prior to 776, Alexis was the Co-Founder of Initialized, one of the most successful early-stage firms in history with their first fund returning...

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20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Centre is the Most Important Asset | Servers, Steel and Power: The Core Pillars Powering the Future of AI
Aug. 5, 2024

20VC: Sequoia's David Cahn on AI's $600BN Question | Why the Data Cen…

is a Partner @ , one of the great venture firms of the last 5 decades. Before joining the Sequoia partnership, David led Coatue's venture business as a General Partner and COO where he led investments in Hugging Face, Runway and Supabase. David also...

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20Sales: 12-Week Step-by-Step Framework to Crush Every Sales Quarter | Moving from SMB to Enterprise: How and When | Verticalised Sales Teams: Why They are a Gamechanger and How to Build Them with Ben Fiechtner, CRO @ Clari
Aug. 2, 2024

20Sales: 12-Week Step-by-Step Framework to Crush Every Sales Quarter …

Ben Fiechtner is Chief Revenue Officer at , where he drives global go-to market & revenue operations. Ben previously served as SVP at UiPath, growing their key accounts and regulated industry verticals from $150m to $450m. Before UiPath, Ben was...

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20VC: Is More Compute the Answer to Model Performance | Why OpenAI Abandons Products, The Biggest Opportunities They Have Not Taken & Analysing Their Race for AGI | What Companies, AI Labs and Startups Get Wrong About AI with Ethan Mollick
July 31, 2024

20VC: Is More Compute the Answer to Model Performance | Why OpenAI Ab…

Ethan Mollick is the Co-Director of the Generative AI Lab at Wharton, which builds prototypes and conducts research to discover how AI can help humans thrive while mitigating risks. Ethan is also an Associate Professor at the Wharton School of the...

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20VC: Twitter's Most Controversial VC Delian Asparouhov on Inside the Walls of Founders Fund: What the World Does Not See | Why Western Europe Will Be Like the Third World | Why SaaS as an Industry Might Be Dead
July 29, 2024

20VC: Twitter's Most Controversial VC Delian Asparouhov on Inside the…

Delian Asparouhov is a Partner at Founders Fund and Co-Founder and President of , which is building the world's first space factories. At Founders Fund Delian has led deals in the likes of Ramp ($7BN) and Sword Health ($3BN) among others. Before...

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20Growth: How Transferwise Acquired Their First 5M Customers: The Two Types of Content All Companies Must Create, How to Crush Competition With Performance Marketing, What Growth Hacks Worked and Did Not with Nilan Peiris, CPO @ Wise
July 26, 2024

20Growth: How Transferwise Acquired Their First 5M Customers: The Two…

Nilan Peiris is Chief Product Officer at , where he leads on growth across channels including product and platform. Prior to Wise, Nilan was VP Growth at HouseTrip, in charge of scaling the company’s growth in the European market. He’s also worked...

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This Week in SaaS: Should Wiz Have Accepted Google's $23BN Acquisition Offer, Crowdstrike: WTF Happens From Here: The Bull and the Bear Case & $1BN into Legal Tech in a Day with Clio and Harvey with Jason Lemkin
July 24, 2024

This Week in SaaS: Should Wiz Have Accepted Google's $23BN Acquisitio…

is one of the OG SaaS investors with all of his first five investments turning into unicorns with Pipedrive, Algolia, Talkdesk, Salesloft and RevenueCat all in his portfolio.  is the largest global community in SaaS and he has taught a...

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20VC: How I Lost Airbnb at Seed Because of an Exploding Term Sheet | Investing Lessons from Roelof Botha & Peter Thiel | Why VC is Less Collaborative Than Ever and Great Companies Are Being Destroyed by Too Much Cash with Kevin Hartz @ A*
July 22, 2024

20VC: How I Lost Airbnb at Seed Because of an Exploding Term Sheet | …

Kevin Hartz is a Co-Founder and General Partner at , an early-stage venture capital firm. Prior to founding A*, Kevin co-founded Eventbrite, a publicly traded company, and served as the CEO for the first 11 years of the company. Before...

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20Product: How Canva Builds Products: Lessons Learned, What Works? What Flopped? The Top 5 Product Lessons in Scaling to 185M Monthly Active Users with Canva Co-Founder and Chief Product Officer, Cameron Adams
July 19, 2024

20Product: How Canva Builds Products: Lessons Learned, What Works? Wh…

is Chief Product Officer and co-founder of where he is responsible for heading up the design and product teams. Since launching in 2013, Canva’s global community has grown to over 185 million monthly users in over 190 countries. In 2021, Canva was...

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20VC: Brex CEO Pedro Franceschi on What Brex Needs to do to be a Public Company | Brex vs Ramp: Who Wins and How Does it Play Out | Battling Founder Mental Health and The Importance of Secondaries for Founders
July 17, 2024

20VC: Brex CEO Pedro Franceschi on What Brex Needs to do to be a Publ…

Pedro Franceschi is the Co-Founder and CEO @ Brex, the AI-powered spend platform with tens of thousands of customers, including DoorDash, Coinbase, Robinhood and Roblox. Pedro has raised over $1.2BN for the company from the likes of Greenoaks, Ribbit,...

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20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motam
July 15, 2024

20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M AR…

Saam Motamedi is a General Partner at Greylock, where he has led investments in Abnormal Security (incubated at Greylock), Apiiro Security and Opal Security, as well as AI companies like Adept, Braintrst, Cresta, Predibase, Snorkel, and...

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20Sales: Biggest Lessons Scaling Hubspot from $0-$100M in ARR, The Framework for How Startups Should Scale into the Enterprise, How to do Channel Partnerships Right and How to Construct Sales Comp Plans Early On with Mark Roberge
July 12, 2024

20Sales: Biggest Lessons Scaling Hubspot from $0-$100M in ARR, The Fr…

Mark Roberge is a Co-Founder and Managing Director at Stage 2 Capital and a Senior Lecturer at the Harvard Business School. Prior to these roles, Mark was the founding CRO at HubSpot, where he scaled ARR from $0 to $100 million and expanded his team...

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20VC: ServiceTitan Would Not Be the Success if We Raised VC Earlier: How to Build a Dominant Vertical SaaS Business, How to Master Going Into Enterprise, When & How to Launch Second Products with Ara Mahdessian, Co-Founder @ServiceTitan
July 10, 2024

20VC: ServiceTitan Would Not Be the Success if We Raised VC Earlier: …

Ara Mahdessian is the Co-Founder and CEO @ ServiceTitan, one of the great vertical SaaS business of the last decade. Today the company powers over 11,800 trade customers and has raised over $1.4BN from some of the best including Bessemer, Battery,...

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20VC: The Sequoia Investment Process | Investing Lessons from Doug Leone, Roelof Botha & Alfred Lin | Sequoia's Framework for Analysing Founders | The True Benefit of Having Sequoia on a Cap Table & Sequoia's Biggest Threat with Pat Grady
July 8, 2024

20VC: The Sequoia Investment Process | Investing Lessons from Doug Le…

Pat Grady is one of the most successful growth investors of the last decade. As the Head of Sequoia's growth investing practice, Pat has invested in companies with a combined market cap exceeding $250BN. Among Pat's immense portfolio is Hubspot,...

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