20VC: Affirm Max Levchin on Why Grading Talent by Letter (A or B) is Total BS | How to Create a Culture of Post Mortems and Writing | Why You Should Only Study Failure Not Success & The Biggest Surprises Scaling to $18.7BN Market Cap
맥스 레브친은 뛰어난 기술자이며, 그의 회사 Affirm은 '지금 사고 나중에 지불' 시장에서 큰 성공을 거두고 있다.
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital
The discussion centers on the evolving landscape of venture capital, emphasizing the need for adaptability in investment strategies, particularly in the context of AI and technological advancements.
20VC: Monzo: The Greatest Turnaround in Tech: From £40M Revenues, Layoffs, Downrounds and Low Employee NPS to $1BN in Revenue, Profitable and 10M Customers with TS Anil, CEO @ Monzo
Monzo's turnaround from financial struggles to becoming a leading UK digital bank with 10 million customers and a billion in revenue is explored.
20VC: Lime's CEO on Going from Losing $3 on Every $1 to $90M in EBITDA | How Lime Built the Global Leader in Micromobility When Competitors Went Bust | Losing 90% of Revenues in COVID and The Uber Deal That Saved the Company with Wayne Ting
Lime transformed from a struggling company to a global leader in micromobility by focusing on operational efficiency and proprietary hardware.
20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation Models with Jonathan Ross @ Groq
DeepSeek는 AI 모델을 오픈 소스로 공개하여 큰 관심을 받고 있으며, 이는 AI 산업의 새로운 전환점으로 평가받고 있다.
20Sales: Why Every Sales Rep Should Do Pipeline Generation & How to Teach Them | Verticalised Sales Playbooks: When and How | How the Best Sales Reps and Leaders Structure Their Time with Carlos Delatorre, CRO @ Harness
초기 단계 기업의 CEO는 초기 메시지를 개발하고, AEs는 파이프라인을 생성하여 성공을 지원해야 한다.
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
성공적인 창업자들은 종종 어려운 어린 시절, 성 소수자, 입양 등의 배경을 가지고 있으며, 이는 그들에게 강한 동기와 열정을 부여한다.
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
투자 성공 확률은 자본 조달 규모와 상관관계가 있으며, 유니콘 기업이 되기 위해 평균 3억 달러가 필요하다.
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
The discussion highlights Monday.com's rapid growth, strategic pivots, and innovative approaches to business challenges, emphasizing the importance of embracing failure and customer feedback.
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
AI 제품의 거품과 기업의 AI 전략에 대한 논의
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
Uber의 창립자 트래비스 칼라닉이 해고되지 않았다면, Uber는 지금쯤 1조 달러 기업이 되었을 것이라는 주장.
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
Suno는 음악을 더 인터랙티브하고 참여적으로 만들어주는 플랫폼으로, 사용자가 음악을 만들고 공유하며 즐길 수 있게 한다.
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
Carvana는 IPO 후 급격한 가치 변동을 겪었지만, 현재는 강력한 시장 위치를 확보하고 있습니다.
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
투자에서 중요한 두 가지는 위험에 대한 보상과 자금의 공격적 활용이다.
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
The discussion focuses on the importance of hiring sales leaders early, the role of founders in creating sales playbooks, and strategies for effective sales and outbound marketing.
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
The discussion focuses on the evolution of automation and AI, emphasizing the importance of product simplicity over technological advancement.
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
Reid Hoffman discusses the impact of trade wars, AI, and defense spending on US prosperity.
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
시장 진입 시 독창성보다 제품 시장 적합성이 중요하며, 경쟁이 치열한 시장에서도 더 나은 제품을 제공하면 성공할 수 있다.
20VC: Salesforce Founder Marc Benioff on The Future of LLMs | The Future of Agents | The Future of Labour | Management Lessons from Steve Jobs
세일즈포스는 AI 기술을 활용하여 생산성을 30% 이상 향상시켰으며, 에이전트 포스를 통해 고객 지원을 자동화하고 있다.
20VC: Revolut Founder Nik Storonsky on When and Where Revolut Will IPO & What Revolut Need to Do to Hit $100BN Valuation
Revolut의 CEO Nick Staronsky가 회사의 성장, IPO 계획, 그리고 KPI 기반 리더십에 대해 논의합니다.
20VC: Grindr: The Most Insane Story in Startups | How the Chinese Bought and Lost Grindr | The Successful IPO with $300M Revenues and 40% EBITDA Margins | How Grindr Built a Free Cash Flow Machine
Grindr는 효율적인 운영과 높은 수익성을 자랑하는 세계 최대의 게이 및 양성애자 네트워크입니다.