20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market cap of $3.2BN. Something we discuss today…

AGENDA:

00:00 — Why the Experts are DEAD WRONG About the US-China AI Race

10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job

13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years

16:45 — Is Your SaaS Tool Actually a Valueless Database in an Agentic World?

20:50 — The Cybersecurity Tsunami: Why Agents are Your Biggest Threat

25:50 — Token Maxing: What Every Company Needs to Know About Budgeting Tokens

34:55 — Is Silicon Valley Secretly Being Powered by Open-Source CCP Models?

39:15 — The Brutal Truth: Is This Generation of CEOs Too Low-IQ for AI?

46:55 — Frontier Labs: Why Aaron is Still Betting Everything on the Labs

Episoder(1451)

20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist

20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist

Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a category-defining data platform, building and leading...

2 Mai 1h 13min

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ...

30 Apr 1h 25min

20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi

20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi

Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astoni...

27 Apr 1h 20min

20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping ...

25 Apr 46min

20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0

20VC: Cursor Acquired for $60BN by xAI | Anthropic Hits $1TRN in Secondary Markets | Did Anthropic Just Kill Figma, Adobe and Canva | Rippling Hits $1BN in ARR | Salesforce Goes Headless: Smart or Stupid | Cerebras IPO 2.0

AGENDA:  04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX. 07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense. 11:00 — ...

23 Apr 1h 40min

20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund

20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund

Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in...

18 Apr 1h

20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

AGENDA: 00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 05:56 — Why Mythos is a Quantum Leap in Cyber Risk 10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amod...

16 Apr 1h 26min

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