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

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 2026-04-20 · 54 min · 11,425 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

I think I would still be probably loading up on all of the the frontier rounds. These numbers could could continue to get much larger. What we are in is a commercial and economic race. We haven't removed humans from the loop. We've just changed where they enter the loop.

Everybody is so myopic about this. I want to just like shake the industry. There are going to be more lawyers in the next five years than we have today. The workflow needs to be redesigned for agents. Not for people.

The budget of tokens will have to move out of IT spend and into regular kind of opex spend. Is your job harder than ever? Yes. If you're in software or infrastructure or building agents, it's a year of complete unrelenting execution. This is 20 VC with me, Harry Stabbings.

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