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The Memo

Apr 4, 2026

Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire

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View Episode

The Memo

Apr 4, 2026

Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire

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Apr 2, 2026

Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN

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Mar 30, 2026

Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous

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Mar 28, 2026

Gili Raanan: You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups

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Mar 26, 2026

Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic | SpaceX at $2TRN and Data Centers in Space

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Mar 23, 2026

Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman

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20Sales

Mar 21, 2026

Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian

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20VC

Mar 19, 2026

The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue | Anduril Lands $20BN Army Contract

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20VC

Mar 16, 2026

Gokul Rajaram: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI

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20Growth

Mar 14, 2026

Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral

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20VC

Mar 12, 2026

Anthropic vs The Pentagon Pt.2: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

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Mar 9, 2026

Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us

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The Memo

Mar 7, 2026

Why the SaaS Apocalypse is BS & Why 50% of VCs Should Not Exist and are Tourists

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20VC

Mar 5, 2026

Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR

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20VC

Mar 2, 2026

Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World

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Feb 28, 2026

Why Cursor is Dead? An AI Tsunami is Coming & You Need to Prepare

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Find articles...

View Episode

20VC

Apr 2, 2026

Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN

View Episode

20VC

Mar 30, 2026

Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous

View Episode

20VC

Mar 28, 2026

Gili Raanan: You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups

View Episode

20VC

Mar 26, 2026

Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic | SpaceX at $2TRN and Data Centers in Space

View Episode

20VC

Mar 23, 2026

Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman

View Episode

20Sales

Mar 21, 2026

Inside Figma's $1BN ARR Revenue Machine | Why We Do Not Have Customer Success or SDRs | Why I Do Not Believe in Sales Quotas with Shaunt Voskanian

View Episode

20VC

Mar 19, 2026

The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue | Anduril Lands $20BN Army Contract

View Episode

20VC

Mar 16, 2026

Gokul Rajaram: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI

View Episode

20Growth

Mar 14, 2026

Inside Lovable's $400M ARR Growth Machine | How Lovable Does Product Launches | How Lovable Hacks Social To Make Posts Go Viral

View Episode

20VC

Mar 12, 2026

Anthropic vs The Pentagon Pt.2: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling | The Era of Public Company Deceleration is Dead

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EXPLORE

20vc

20GROWTH

20Sales

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The Memo

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X

LinkedIn

Tiktok

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© 2024 20VC. All rights reserved.

Privacy Policy

EXPLORE

20vc

20GROWTH

20Sales

20Product

The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy