20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

Author: Harry Stebbings April 2, 2026 Duration: 1:09:36
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
BusinessInvestingNews

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


Hosted by Harry Stebbings, The Twenty Minute VC (20VC) pulls back the curtain on the high-stakes worlds of venture capital and startup building. Each episode is a compact, twenty-minute dive into the minds shaping the future of technology. You’ll hear candid conversations with legendary investors, the very individuals who fund and guide the next generation of companies, featuring voices like Sequoia's Doug Leone and Benchmark's Bill Gurley. Beyond the capital, this podcast dedicates time to the founders themselves. Weekly, Stebbings sits down with transformative entrepreneurs such as Spotify's Daniel Ek, LinkedIn's Reid Hoffman, and Snowflake's Frank Slootman, unpacking the real journeys behind their iconic companies. The format is direct and focused, cutting straight to the core insights on funding strategies, pitch dynamics, and the personal philosophies that drive success. Tuning into this podcast means gaining an unfiltered perspective from both sides of the table, all delivered in a concise and accessible style that fits into your day.
Author: Language: English Episodes: 100

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Podcast Episodes
20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts [not-audio_url] [/not-audio_url]

Duration: 52:37
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 r…
20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril [not-audio_url] [/not-audio_url]

Duration: 53:51
Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US military. Prior to Anduril, Matt served as Chief Revenue Off…
20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling [not-audio_url] [/not-audio_url]

Duration: 1:15:15
AGENDA: 04:02 NVIDIA's GTC: What You Need to Know 11:39 Meta's 20% Layoffs & Atlassian Lets Go of 1,600 21:42 How to Test AI Fluency in Employees 30:59 Anduril Lands $20BN Army Contract 46:46 Travis Kalanick Returns With…
20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram [not-audio_url] [/not-audio_url]

Duration: 1:18:21
Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the world. Today he serves as a Board Director at three public compan…
20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements [not-audio_url] [/not-audio_url]

Duration: 1:03:02
Miles Clements is a Partner @ Accel where he helps to lead their growth fund. At Accel, Miles has led or invested in Atlassian, Cursor, Linear, and more. AGENDA: 03:38 Where is True Alpha and Value in a World of AI 05:10…

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