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  1. 20VC with Harry Stebbings54 min

    Julian Teixeira, CRO @ 1Password: How to Hire and Train Your First Sales Hires

    Julian Teixeira, Harry Stebbings

    This comprehensive sales framework outlines a strategy for building high-performance revenue teams by defining a playbook as a dynamic anatomy of wins that requires concurrent skills development and strategic hiring. Leaders navigate hyper-growth by balancing personal connection with data-driven accountability, utilizing hybrid outbound models to generate pipeline while aligning compensation with Net Dollar Retention and long-term customer success. The approach emphasizes founder-led insights in early stages, rigorous onboarding where reps generate their own leads, and a cultural shift away from obsolete urgency tactics toward value-based selling that withstands increased procurement scrutiny.

  2. All-In Podcast1h 15m

    Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

    Trump, Friedberg, Chamath, Bezos, Jason Calacanis, David Sacks

    In a recent episode, hosts Jason Calacanis, Chamath Palihapitiya, and David Freiberg discussed a wide range of topics including David Freiberg's $1 million *Celebrity Jeopardy!* victory and Brett Atcock's accelerated timeline for home robot beta tests by late 2025. The conversation shifted to macroeconomic concerns, with Freiberg warning of stagflation due to tariffs and immigration policies while analyzing the $91.5 billion valuation of payment giant Stripe against its competitor Adyen. Additionally, the panel debated Donald Trump's proposed $5 million "Golden Visa" program and the strategic implications of dissolving the USPS governing board to improve economic data collection.

  3. 20VC with Harry Stebbings53 min

    George Bonaci, VP of Growth @Ramp: How Ramp Became the Fastest Growing SaaS Company Ever |E1264

    George Bonaci, Harry Stebbings

    George outlines a scientific approach to generating market alpha by prioritizing counter-intuitive channels and rigorous experimentation over past playbooks. He details a balanced portfolio strategy that combines high-risk "big swing" bets with incremental improvements while emphasizing organizational independence and a first-principles hiring model for early-stage growth teams. Ultimately, the framework advocates for velocity over perfection to scale winners rapidly, leveraging AI as a co-pilot for efficiency while recognizing that true differentiation requires exploring unsaturated markets.

  4. 20VC with Harry Stebbings1h 9m

    Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263

    Oscar Pierre, Harry Stebbings

    Founded by Oscar in 2015, Glovo pivoted from an errand service to a mass-market food delivery platform after securing critical funding from Rakuten's Miki Tani and surviving repeated cash crises through aggressive global expansion. The company achieved a €2.3 billion all-stock acquisition by Delivery Hero in December 2021, having reached €3 billion in revenue and finally turned profitable during its tenth year. Despite regulatory hostility in Spain and costly mistakes in markets like Brazil and Paris, Glovo established a dominant logistics network that now targets multi-category quick commerce across emerging and established economies.

  5. 20VC with Harry Stebbings1h 18m

    Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262

    Steeve Morin, Harry Stebbings

    Speaker ZML projects a near-term market correction where 95% of AI demand shifts to inference, rendering current NVIDIA hardware inefficient due to high memory transfer costs and inflated pricing. To overcome these bottlenecks, the industry will pivot toward hardware-agnostic architectures, compute-in-memory silicon, and specialized chips designed for low-latency reasoning rather than throughput. This transition promises to dismantle NVIDIA's dominance by enabling hyperscalers like Google and emerging competitors to deploy diverse, cost-effective solutions that prioritize reliability over aggregate compute power.

  6. 20VC with Harry Stebbings46 min

    Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261

    Adarsh Hiremath, Harry Stebbings

    Mercor recently secured a $100 million Series B funding round led by Felicis, establishing a $2 billion valuation while reporting $50 million in ARR and 100% net retention. The San Francisco-based platform, founded by Adarsh, Surya, and Brendan, leverages an AI interviewer to manage a global labor market where human data fuels specialized model training. With a strategic focus on network effects and long-term growth over rapid liquidity, the company aims to unify talent matching across industries including software, law, and medicine.

  7. Dwarkesh Patel1h 17m

    Satya Nadella — Microsoft’s AGI plan & quantum breakthrough

    Satya Nadella, Dwarkesh

    Satya Nadella outlined Microsoft's strategic convergence of AI, quantum computing, and mixed reality, defining artificial general intelligence success by a 10% global economic growth target rather than benchmark metrics. He detailed the imminent 2025 "transistor moment" for quantum hardware with the Majorana 1 chip and projected AI revenue expansion to $130 billion by 2027, while forecasting a fragmented market where enterprise demand prevents single-vendor monopolies. Emphasizing a shift from chat interfaces to managing swarms of autonomous agents, Nadella highlighted that overcoming change management bottlenecks and establishing state-level regulatory frameworks will be critical to unlocking productivity gains across healthcare, education, and material science.

  8. Y Combinator49 min

    How AI Is Changing Enterprise

    Aaron Levie, Gary, Jared, Harj, Diana, Mark Mandelmann, Mark Mirchandani, Mark Mandalini, David Eastman, Melanie Warrick

    Industry leaders assert that sustainable AI startups must evolve into software companies delivering proprietary business logic rather than relying on simple model wrappers, a shift driven by the economic reality that intelligence is becoming commoditized. This transition is fueled by Jevons Paradox, which predicts that lower costs will expand the total addressable market by enabling enterprises to automate previously unaffordable workflows while shifting pricing models toward usage-based structures. Consequently, Fortune 500 organizations are rapidly adopting AI-native strategies focused on core intellectual property, leveraging agentic workflows to reinvest efficiency gains into growth rather than workforce reduction.

  9. 20VC with Harry Stebbings1h 26m

    Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260

    Jonathan Ross, Harry Stebbings

    Grok CEO Jonathan details a strategy where the company generates $1.5 billion in revenue by utilizing specialized LPU architectures to deliver inference services at five times lower costs than NVIDIA while scaling from 640 to over 40,000 chips. The organization prioritizes geometric capability gains through synthetic data and maintains a lean 300-person team to bypass memory bottlenecks and secure power deals with Saudi entities. This approach positions Grok to capitalize on an impending data center power oversupply while aiming to revolutionize longevity and solve complex alignment challenges within a decade.

  10. Milken Institute53 min

    Systems Finance for Sustainable Development | Global Conference 2024

    Simon Winter, Jake Cusack, Rini Greenfield, Madhur Jain, Daniela Kandel, Jake Levine

    A panel of public and private sector leaders convened to launch the Smallholder Action Coalition on Climate Adaptation, a multi-pillar initiative designed to coordinate finance and technology for one million farmers in climate-vulnerable regions like Bangladesh. The coalition leverages innovations from entities such as Varaha Ag and Evergreen to stack carbon sequestration with agricultural diversification, aiming to validate a business case that could eventually scale to five million farmers and mobilize one billion dollars. Financial experts emphasized that overcoming capital gaps requires blended finance structures and aggregation strategies to lower risk premiums and address the three-trillion-dollar shortfall in emerging market climate funding.

  11. 20VC with Harry Stebbings47 min

    Brian Tolkin, Head of Product @Opendoor: How to Hire the Best Product Teams | E1257

    Brian Tolkin, Harry Stebbings

    This session analyzes critical product failures and successes, highlighting how UberPool's upfront pricing optimized user experience while a flawed UI toggle caused confusion, and how Opendoor corrected its strategy by shifting from buyer-focused expansion to leveraging seller tools. Speakers discuss the necessity of balancing rapid growth with technical debt, the strategic shift toward defining problems over solutions in one-pagers, and how AI will compress traditional design roles while elevating the value of strategic product leadership. The discussion concludes with insights on navigating real-world entropy, adapting prioritization frameworks for short and long-term horizons, and the importance of "dictatorial" leadership styles to maintain velocity in early-stage scaling.

  12. 20VC with Harry Stebbings1h 4m

    Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap

    Max Levchin, Harry Stebbings

    The speaker articulates a leadership framework that prioritizes hiring extreme, opinionated individuals while strictly terminating those who breach integrity, asserting that true talent differentiation occurs only after post-hire performance on complex projects. Organizational culture is reinforced through a disciplined writing-first approach, clinical post-mortem analysis, and a hybrid work model that balances high-speed execution with the necessity of in-person relationship building. Strategic execution hinges on distinguishing between reversible and irreversible decisions, leveraging a "lean startup" philosophy that requires rebuilding successful prototypes for production, and maintaining a focus on substantive operational growth over market speculation.

  13. 20VC with Harry Stebbings1h 15m

    Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255

    Nabeel Hyatt, Harry Stebbings

    Spark Capital partner Nabil argues that the AI venture landscape functions as an unpredictable environment of mysteries rather than solvable puzzles, rendering traditional industrialized venture capital strategies and rigid metrics obsolete. To navigate this uncertainty, the firm maintains a lean, artisanal team structure that prioritizes subjective judgment and rapid execution speed over pattern matching, specifically targeting founders capable of evolving their products into revolutionary new platforms. This approach rejects the notion that avoiding competitive deals ensures safety, instead embracing high-risk exceptions where deep founder alignment and control of consumer interfaces serve as the primary moats against market volatility.

  14. 20VC with Harry Stebbings58 min

    TS Anil, CEO @Monzo: From Layoffs, Downrounds and Low Employee NPS, To $1BN in Revenue | E1254

    TS Anil, Harry Stebbings

    Monzo's current leadership has stabilized the fintech bank following a severe valuation down-turn by implementing a balanced revenue strategy split evenly between transaction fees, lending, and subscription services. This approach has delivered £400 million in profits and organic user growth of over 200,000 monthly, driven by a deliberate rejection of "fast buck" features like cryptocurrency trading in favor of building customer trust. Looking forward, the company is expanding globally through strategic partnerships in the US and an Irish regulatory base while actively courting institutional public pension funds for its next capital round to fund long-term diversification.

  15. a16z1h 10m

    Ben Horowitz in Conversation w/ Dr. Clarence B. Jones, MLK's Advisor and Speechwriter

    Ben Horowitz, Dr. Clarence B. Jones, Megan Holston Alexander, Ron Charles, Jr., Larry Appelbaum, Jr., David Plylar, Jr.

    Dr. Clarence Jones, a key strategist and speechwriter for Dr. Martin Luther King Jr., joined Ben Horowitz at an Andreessen Horowitz event to recount the personal dynamics of the Civil Rights Movement and critique modern diversity frameworks. Jones detailed the pivotal moment he joined the movement after King honored his mother during a sermon, recalled the tactical writing of the *Letter from Birmingham Jail*, and warned against contemporary interpretations that judge historical figures by present-day standards rather than their specific context. He concluded that true progress requires demanding change through merit and shared purpose, contrasting King's unified goals with current politicized approaches to race and inclusion.