20VC: Benchmark Loses Another Partner | Elad Gil Raises A Monster $1.5BN Solo GP Fund | Why Apple Need A Management Overhaul | Why Google Is The Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR By EOY 2026? The Twenty Minute VC (20VC): Venture Capital | Startup Funding

20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?

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

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Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Agenda:

00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal)

04:57 - “I Wouldn’t Leave Benchmark… Unless I Had THIS” — Jason on Brand vs Autonomy

09:01 - The Rise of the Solo GP & The Death of LP Conventional Wisdom

13:50 - The Unstoppable Force of Elad Gil & The Myth of LP Discipline

18:45 - Is Vibe Coding the New SaaS? Jason’s $10K/Month Spend Reveal

26:57 - Cursor’s Growth Is Insane—But Is It Sustainable?

31:44 - Will Microsoft, Google, or Amazon Win the AI Infra War?

37:42 - Is GitHub Copilot the Biggest Miss in Microsoft’s History?

44:15 - Are Big Tech Incumbents Now Too Powerful to Fail?

48:00 - Apple’s AI Problem: Is It Time for a Management Overhaul?

52:30 - Figma’s IPO: $30B Return, Zero Hype. What Happened?

1:06:00 - Final Bets: Cursor to $4B ARR, Lovable to $400M ARR, OpenAI to $800BN?

1369 episodes

#Venture Capital #Trading #Tech News #Finance #Investing #Siliconvalley #Technology #Venturecapital #Harry Stebbings #News #Business #Startups #Minute VC

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20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?

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