The Twenty Minute VC (20VC)

Recent Episodes

1. Are OpenAI & Anthropic Overvalued? The Open-Source AI Reality with Fireworks AI, Lin Qiao

   Jul 20, 2026

   Lin Qiao, founder of Fireworks AI, discusses why specialized intelligence and open-source models will dominate over monolithic AGI approaches. He argues that enterprise data is proprietary and locked away, making private, specialized AI models essential for companies to maintain competitive advantage. Fireworks sits in the inference optimization layer, enabling companies to fine-tune and deploy custom models at scale while dramatically reducing costs compared to frontier model APIs.

2. From 7 to 7,000 Employees in 9 Months | Curative Co-founder & CEO

   Jul 18, 2026

   Fred Turner, co-founder and CEO of Curative, discusses his journey from cattle genomics testing in the UK to building a COVID-19 testing business that scaled to $5 billion in revenue in 9 months (growing from 7 to 7,000 employees), and his subsequent pivot to health insurance. Turner also reveals his newer venture, Subcritical, a nuclear fusion energy company using subcritical reactor technology, and reflects on lessons from failed ventures like Shield (sepsis diagnostics) and the importance of diverse perspectives in problem-solving.

3. Meta Takes on OpenAI | Apple Sues OpenAI | SK Hynix’s $26BN IPO

   Jul 16, 2026

4. Wix Founder: What Wall St Gets Wrong About AI & Wix | The Truth About the Economics of Vibe-Coding

   Jul 13, 2026

5. ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder

   Jul 11, 2026

6. Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips

   Jul 9, 2026

7. Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV

   Jul 6, 2026

8. Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need

   Jul 4, 2026

9. Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups

   Jul 2, 2026

10. Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power

    Jun 29, 2026