20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson
James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consulting the Worst Background for Aspiring PMs 07:09 How Revolut Hires for it’s Product Team 17:21 How Revolut Sets Goals: What Works, What Does Not 19:37 How Revolut Structures Their Product Teams 22:13 How Revolut Structures Product Review Sessions 27:23 New Bets Process at Revolut 29:11 How Revolut Balances Super Users and General Customers 36:55 How Revolut Drives Product Velocity and Efficiency 39:26 Future of Product with AI 44:56 Quick Fire Questions and Reflections
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20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US
AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42: Notion Hits $500M ARR Re-Accelerating 01:09:42 Why Founder Friendly is Total BS Today
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20VC: General Catalyst CEO Hemant Taneja on The Future of Venture Capital: Chanel vs Walmart | Lessons Scaling GC to $40BN in AUM | Investing $5BN+ Into Stripe Over 14 Rounds | Investing Hundreds of Millions into Anthropic at $60BN Valuation
Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo’s $18.5B merger with Teladoc, one of the largest digital health deals in history. AGENDA: 00:00 Introduction 03:37 Is Hemant a CEO or an Investor? 05:42 With $40BN AUM Is General Catalyst Still a VC Firm? 12:11 Has Trump Done More to Hurt or Help the US? 13:25 No One is Talking About the True Impact of AI on Jobs 21:30 Is Hemant Concerned by the Concentration of Value in MAG 7? 27:30 Has Trump Done More to Hurt or Help the US? 30:27 GC’s Anthropic Investment: Upside from a $60BN Price 37:06 Do Margins Matter in a World of AI 45:23 Does Revenue Growth Matter in a World of AI 49:39 Why it is BS to Turn Down a Company Based on Price 56:06 We Have Invested $5BN Into Stripe Over 14 Rounds 01:00:02 VC is About To Be Flooded with Retail Investment: What Does It Mean for VC 01:08:51 “What I Learned Losing the Series A of Snap, Stripe, Samsara” 01:11:25 Future of Venture Capital: Walmart vs Chanel
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20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
Jesse Zhang is the Co-Founder and CEO @ Decagon, the conversational AI platform for customer experience. As one of the fastest growing companies in the valley, they have raised over $230M at a last round price of $1.5BN. Prior to Decagon, Jesse founded Lowkey (acquired by Niantic), studied CS at Harvard, and worked at places like Google, HRT, Citadel, and Intel. AGENDA: 00:00 Introduction and Sponsor Messages 03:43 Olympiad Mathematician to Startup Founder 05:34 Selling to Niantic and What I Did Differently the Second Time 07:16 Why 90% of Founders Build Companies the Wrong Way 12:19 Scaling to $50M ARR in 15 Months 31:31 Is the AI Talent War Out of Hand: How To Compete with Meta Pay Packets 32:38 Why Remote Work is Total BS 34:06 Competitors in AI Customer Experience: Sierra, Intercom and more 37:34 AI Market Predictions 44:56 Embracing Stress and Winning Culture 50:13 Quick Fire Questions: Most Underrated AI Founder, Biggest Changed Opinion
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20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down
AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor 04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t 06:34 How does Kaz Feel About OPEN Becoming a Meme Stock? 17:25 Kaz’s $0 Salary but $1BN Stock Based Compensation 23:41 Oracle and OpenAI Partnership: WTF is Going On? 42:21 Microsoft's Investment in OpenAI: A Financial Perspective & Who Has the Power 44:46 Why Sam Altman is the Greatest Politician of our Time 48:33 How Anthropic’s Revenue Could Go to Zero Overnight? 50:12 Replit Raises $250M at $3BN Valuation and Higgsfield Raises $50M at $50M ARR 01:06:33 IPO Insights: Figure, Gemini, and Via All Go Public 01:11:26 Why Adobe Have Failed in an Age of AI and What Incumbents Have To Do? 01:13:20 Quick Fire Round: Adobe Up or Down by EOY? What Price Will OPEN Be EOY? Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc
About The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
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