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20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough

20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough

Author: Harry Stebbings August 8, 2026 Duration: 1:24:23
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expanding fund sizes, David and Founder Collective are one of the only successful franchises to truly stick to small, boutique funds. 

AGENDA:

00:00 The Bubbles Are Getting Bigger—and There Will Be a Lot of Roadkill

05:21 The Worst-Performing Funds Will Be the $50M–$100M Seed Funds

25:06 "We're Greedy for Returns, Not Management Fees"

30:10 "Pro Rata Is the Original Sin"

32:59 "A $1BN Valuation Is the New Series A"

46:39 "I Have Never Seen Secondary Markets This Liquid"

58:03 Microsoft Has Done a Crappy Job of AI—and Another Dot-Com Crash Is Inevitable

01:08:25 OpenAI and Anthropic Will Be Disrupted—and China Could Do It

01:16:12 "Anyone Who Claims They Knew Is Full of Shit"

01:19:56 Our Children Won't Need to Drive—and Chemotherapy Will Look Prehistoric

 


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: 50

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Podcast Episodes
20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory [not-audio_url] [/not-audio_url]

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Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million…
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Matt Swulinski is one of the best growth leaders in AI. He is currently Head of Growth at Viktor, the Accel-backed AI coworker. Previously, he was Head of Growth at Wispr Flow, where he was marketing hire #1 and built th…

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