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

Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz.
AGENDA:
03:11 – Why the Best Investments Always Look "Wrong" at the Start
05:58 – The AI Tsunami: How to Spot Beneficiaries vs. Victims
10:43 – The Death of Incumbents? Why Most AI Predictions Are Wrong
14:12 – Why Chasing Hyper-Growth is a "Disaster Waiting to Happen"
19:41 – The Biggest Mistakes From 2021 and Investing Lessons From It?
25:52 – Is the Future of Venture Boutique or Mega Fund: Does the Middle Die?
32:00 – The Great VC Shakeout: Why 50% of Funds Will Slowly Die
38:52 – Why Oren Zeev Takes $0 in Management Fees
50:48 – Why VCs Should Never Tell Their LPs What They Are Doing?
59:11 – How I Missed Investing in Facebook and Lessons Learned

Omer Shai serves as the CMO at Wix. Shai leads a team of over 400 people and is responsible for the company's global online and offline marketing activity, which boasts an incredible growth of approximately 3 million new users every month. Under Shai, the marketing department has executed hundreds of worldwide campaigns for television and social including 5 Super Bowl commercials, creative videos, podcasts and more.
AGENDA:
00:00 — The AI Agent Revolution: 93% Automation?
03:55 — Why I'm Buying TWO Super Bowl Ads This Year
08:58 — The $100M Marketing Secret: Brand vs. Performance
13:28 — Why LTV is Bullshit (and What You Should Use Instead)
18:52 — 10x Your Growth: How to Find Tomorrow's Arbitrage
27:10 — SEO is Dying? Why I'm Increasing My Ad Spend Anyway
31:14 — The TikTok Fail: Why Even Big Brands Can't Crack It
36:11 — Stop Selling the "Why": Put the Product in the Center
47:57 — Will AI Make You Unemployed? A Warning for Marketers
52:27 — Why Celebrity Endorsements Never Work

AGENDA:
03:36 Brex Acquisition by Capital One for $5.15BN
10:54 Does Brex's Acquisition Help or Hurt Ramp?
16:28 TikTok Deal Completed: Who Won & Who Lost: Analysis
19:30 Anthropic Inference Costs Higher Than Expected
37:50 Open Evidence Raises at $12BN from Thrive and DST
53:56 Wealthront IPO Disaster: Is $1.5BN IPO Too Small?
01:07:27 Salesforce Wins $5BN Army Contract: The Last Laugh for SaaS

Max Junestrand is the Co-Founder and CEO @ Legora, the legal AI company that has scaled to 750 of the world's leading law firms as customers and over 300 employees in just 2 years. They have raised over $200M from some of the best in the business including Benchmark, General Catalyst, Redpoint and ICONIQ. 
AGENDA:
04:16 Why Does Everyone Think Harvey When They Hear Legal AI?
07:35 Why OpenAI is Toast? Switching to Anthropic!
11:47 24 Months: Which Foundation Models Will Win? 
23:53 Lessons Scaling from Europe into the US
28:53 Do Americans Work As Hard As They Say?
32:20 Why Seat Models Are Not Dead in SaaS?
36:17 How to Use Competition To Drive a Fire in Your Team?
40:59 Is Legal AI a Winner-Take-All Market? How Does It End?
47:18 The Future of Law Firms: Do Juniors Get Fired?
53:19 How We Raised $200M and 3 Rounds with No Deck
57:21 Quickfire Round: Best Advice, Closest Mentor, Biggest Mindset Shift

AGENDA:
00:03:00 – Harry's Wild Start: Making £1.75M at 19 in 36 Hours
00:06:00 – How Harry Got Marc Benioff on 20VC with Cold Emailing Alone
00:07:30 – Raising $70M on WhatsApp – Relationship Building Secrets
00:12:00 – Decision Framework: What Would Pat Grady (Sequoia) Do?
00:15:00 – Chase Your First Million – It Unlocks Everything
00:16:30 – Advice for 19-Year-Olds Today: Niche Down, Interview Leaders, Publish
00:18:00 – University Is a Waste for Most | Leverage Youth & Risk
00:22:30 – How Getting Kicked Out of School Changed Everything
00:30:00 – Why Should Everyone Be Creating Content Today and How to Start
00:35:30 – 7 Lessons from Billionaires
00:36:00 – #1: Never Accept No (The $12M Turnaround Story)

00:37:30 – #2: Beat Down the Door (53 Emails to Marc Benioff)

00:39:00 – #3: Just Start – 99% Never Do

00:40:30 – #4: Use a Role Model Framework for Hard Decisions

00:42:00 – #5: Chasing Money Won't Make You Happy – Enjoy the Art

00:44:00 – #6: Break Big Visions into Achievable Milestones

00:45:30 – #7: Win Over the Partner (Power of Pillow Talk)