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

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.

Publisher

Harry Stebbings

Category

business · news

Language

en

Explicit

No

First episode

13 Jan 2015

Latest episode

7 Nov 2026

Latest episodes

406 of 1,534 episodes have a transcript.

1. 

   7 Nov 2026TRANSCRIPT

   20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson

   Scott Wilson is the CIO of WashU, one of the best-performing endowment funds in the world. Under his leadership, Scott has grown the endowment from $8BN to $19BN today. At one point, SpaceX was over 20% of the entire value of the endowment. AGENDA: 00:00 – How WashU Built One of the Best-Performing Endowment Portfolios in the World 04:00 – Scott Wilson's Investment Playbook: Concentration, Conviction and Compounding 05:20 – Why Scott Sold Over 75% of WashU's Portfolio When He Joined 07:15 – How Should You Allocate a $20 Billion Endowment Between Publics and Privates? 10:00 – How WashU Finds Direct Investments That Other LPs Miss 12:15 – How WashU Made Billions From SpaceX and Kept Holding 13:25 – Why Concentration Limits Are Killing Venture Returns 16:15 – Scott's Biggest Investing Mistake 17:10 – How Much Diversification Does a $20 Billion Endowment Really Need? 19:40 – Why Mega Funds Don't Work for WashU's Investment Strategy 23:15 – How WashU Gets Into the Best Companies Before Everyone Else 25:35 – Are Private Market Valuations Now Completely Detached From Reality? 28:10 – Why Half of Today's AI Companies Could Disappear in 10 Years 30:10 – When Should LPs Sell Their Biggest Winners After an IPO? 32:00 – Why Scott Wilson Walked Away From Sequoia Capital 34:15 – The Number One Reason WashU Fires Venture Managers 35:45 – Should LPs Forgive VCs for Deploying Their Funds in Just 18 Months? 38:30 – Is the AI Boom Heading for a Massive Shakeout? 45:15 – Why European Companies Are So Much Cheaper Than US Companies 47:30 – Why WashU Still Believes China Is a Great Place to Invest 48:30 – Is Government Overreach Actually Worse in the UK Than China? 50:10 – Quickfire: The Venture Funds Scott Wishes He Had Backed 53:00 – The Best Career Advice From a $20 Billion Endowment CIO

2. 

   5 Nov 2026TRANSCRIPT

   20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation

   Host Harry Stebbings interviews industry experts discussing major shifts in AI valuations, significant acquisitions, and substantial funding rounds across the tech landscape.

3. 

   2 Nov 2026TRANSCRIPT

   20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO

   Erik Bernhardsson, Modal CEO, discusses the future of the inference market, open-source LLMs, and compute costs in this interview.

Inside a recent episode

20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson

Published 7 Nov 2026 · Transcript excerpt

[…] Like, what are you pointing to? Is it valuations? Is it deployment speeds? Yeah, it's just valuations. I'm sure that half of these kind of, you know, I guess super intelligence is the correct term now, but these AI related companies, like probably half of these companies don't exist 10 years from now. […]

Who has been a guest on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Names identified in recent episode analyses. Showing up to five guests.

• Erik Bernhardsson
• David Tisch
• Satya Nadella
• Naveen Rao
• Sameer Dholakia

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

59,738,604

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.4 / 5

528 ratings

Spotify

4.7 / 5

993 ratings

Podcast Authority Score: 98 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

100

Social presence

97

YouTube

93

Engagement

100

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

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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