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

Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America. The team works 7 days per week. The founder sleeps in the office. ⅔ of the first 30 team members have a Corgi tattoo. This week, Corgi raised $106M, valuing the company at a whopping $2.6BN. 
AGENDA: 
06:35 Why going to university was a massive waste of time 
09:42 Why we work seven days a week 
11:58 Why we do work trials and how that is a test of people's stamina 
18:41 Why we created a cafe in the biggest annoyance with San Francisco 
22:00 Why I am so bullish on London 
23:49 Why I haven't sold a single secondary 
24:19 Why people who found companies in New York prioritise dating over their company 
30:46 Biggest lessons on cash comp and equity 
31:13 Team members can be split into three separate groups 
34:59 Biggest lesson from Brian Chesky on price 
35:44 What is the right amount of time to be fundraising for? 
36:47 Good companies get deals done and what makes the best venture investors? 
40:34 Why AI makes sales and marketing more valuable 
43:12 Why I don't like boards and I don't think they're effective 
46:19 What I would like to see more of from venture funds 
48:05 Who was Corgi's first believer?

AGENDA: 
05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 
10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI
25:26 The Layoffs Continue: ClickUp and Cloudflare
34:39 OpenAI S1: Is it a Race? How Will it be Received?
38:28 Do Anthropic Rush Out Their IPO Also?
45:49 SpaceX S-1: "Why I Would Never Invest"
48:06 Why Colossus is a Stroke of Genius By Elon
51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX
58:04 Polsia Raises $30M at $250M Price: Is this the Peak? 
01:06:08 Exa Raises at $2.2BN to Build Search for Agents
01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.
AGENDA: 
05:58 - Why we are not in an infrastructure bubble and it is just the start
08:00 - Sam Altman's superpower is his ability to forecast capex spend.
08:58 - Anthropic did not get a good deal with Elon. They got a deal that was available. 
10:39 - What is going on with the price of memory and why is it a problem?
16:40 - Are Google best positioned to produce tokens and what challenges do they face?
19:23 - Is Coreweave dramatically undervalued or overvalued?
24:34 - My biggest advice to entrepreneurs scaling their business 
30:13 - Why most of the layoffs are AI-washed and
33:41 - What will we spend on tokens for software engineers in five years?
34:48 - Why does the role of HR change so significantly in the world of AI?
35:36 - Why lawyers are the biggest inhibitor of enterprise AI adoption
39:20 - Why Jensen and Nvidia are wrong to sell chips to China
42:49 - What needs to change in the U.S. to build a strategic asset in chips?
51:00 - Should Cerebras invest in companies building on top of their platform; as Nvidia is?
53:28 - Nothing changed when Cerebras IPO'd but I did make 800 millionaires.

Chad Peets is one of the most straight-talking, no BS sales leaders of our time. Today, he partners with founders of the fastest growing companies in the world, like Harvey, Factory to build the best sales teams in a world of AI. 
 
Chris Degnan is a legendary technology sales leader who achieved the historic feat of scaling Snowflake from $0 to $4BN in ARR. 
AGENDA:
00:00 – The $100M CRO Packages Nobody Believes Are Real
04:10 – Why Most "Elite" Salespeople Are Actually Just Order Takers
08:00 – The Secret to Hiring Killer Sales Talent at Early-Stage Startups
10:05 – 20x Quotas & The Death of Traditional Pipeline Generation
16:20 – The ARR Scam: Why Most AI Revenue Numbers Are Fake
17:45 – Why the Best Engineers Do Not Want to Be Forward Deployed Engineers
21:10 – Why Paying Everyone the Same Kills Great Sales Organisations
24:15 – Anthropic's Crazy Compensation Is Breaking the Entire Sales Market
29:00 – The Brutal Truth About Replacing CROs & Firing Sales Leaders
32:20 – Forecasting in AI Is Completely Broken
38:20 – The Fatal Mistake Founders Make Chasing Venture Valuations
39:40 – Why Most VCs Give Absolutely Terrible Sales Advice
42:10 – Global Sales From Day One: The New AI Go-To-Market Playbook
44:15 – "Anthropic Is a $5 Trillion Company"
47:40 – The Death of the Traditional SDR & The Rise of Full-Stack AI Sellers
49:00 – Consumption Pricing, Vertical AI & Why SaaS Is Getting Rewritten
52:00 – What the Best Sales Cultures Still Get Right in the AI Era

AGENDA: 
00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move
04:46 – Unpacking Anthropic's $30 Billion War Chest
10:52 – The True Cost of AI Tokens: Is Salesforce Spending Too Much?
15:59 – The Bear Case for Token Growth & Why Software Leaders Must Adapt
22:56 – Public Tech Rebound: Figma & Datadog Crush Expectations
26:59 – The Death of Traditional Web Builders? The Decline of Wix & Squarespace
36:59 – Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable?
45:59 – Cerebras IPO Smashes Day One: The Biggest Tech Public Debut Since Snowflake
48:17 – SpaceX Sets Date For the Largest IPO in History
57:28 – Y Combinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit
01:11:57 – The Looming Backlash: Mass Tech Layoffs and the Politics of AI
20VC: