20VC with Harry Stebbings
Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140
updated
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#HarryStebbings #KleinerPerkins #venturecapital #VC #venture #Entrepreneur #CEO #startup #businesstips #businesslessons
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Timestamps:
(00:00) Intro
(03:01) Where Will AI's Value Accrue, and Where Should Capital Focus?
(05:28) Is AI Investing Different from Traditional SaaS Investing?
(07:49) Sustainable Growth vs. Sugar High Revenue
(14:18) Will Foundation Models Subsume Application Layer Companies?
(20:50) Where Does Kleiner Perkins Fit: Boutique or Capital Accumulator?
(22:07) Lessons in Reserves Management & Capital Concentration
(26:53) Why Do Breakout Companies Plateau?
(30:19) What’s Mamoon’s Best Performing Investment
(38:55) What’s Mammon’s Founder Type?
(43:14) Should Founders Maximize Fundraising and Valuation Only?
(46:10) What VCs Do Today That They Shouldn’t
(47:53) Thoughts on Voting Structures in Decision-Making
(51:21) Mamoon’s The Most Contentious Deal
(54:24) Mamoon’s Biggest Loss
(57:33) How Do the Best CEOs Run a Board?
(59:11) Quick-Fire Round
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In Today’s Episode with Mamoon Hamid We Discuss:
1. The Greatest Venture Deal of All Time: Figma or Slack:
What is Mamoon’s highest returning deal?
What did Mamoon see in Dylan and Figma when they had no revenue and very little user data?
What compelled Mamoon to write Stewart the check with Slack? What did he not see with Slack that he should have seen?
2. Taking Control of the Great Brand in Venture: Kleiner Perkins:
Is it true that Kleiner approached Mamoon and gave him the keys to the Kleiner kingdom? How did it go down?
Will Kleiner go back to having multiple products, large growth funds, international funds? What does Mamoon want Kleiner to be in 5 years?
What was the hardest element of the transition into Kleiner? What did Mamoon not know that he wishes he had known?
3. Becoming a Generational Defining Investor:
Market, founder, product, how does Mamoon rank them 1-3?
How has Mamoon changed most significantly as an investor?
What does he know now that he wishes he had known when he became a VC 19 years ago?
What is his biggest loss? How did it shape his mindset and go forward investing approach?
4. AI Supercycle: The Greatest Time to Invest
Where does Mamoon believe the value will accrue in this wave of AI?
Where are many investors spending a lot of time but Mamoon believes is not worthy of that time?
Will scaling laws continue?
Have we ever seen an incumbent set spend like this incumbent class? How does that change the game for VCs?
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#20vc #harrystebbings #mamoonhamid #kleinerperkins #partner #venturecapital #investor #figma #slack #ai #founder #rippling
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#HarryStebbings #Plaid #venturecapital #VC #venture #Entrepreneur #Founder #foundermode #CEO #startup #businesstips #businesslessons
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#20VC #HarryStebbings #venture #venturecapital #VC #Business #AI #artificialintelligence #chatgpt #SamAltman #futuretech
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#20VC #HarryStebbings #Revolut #CreditCard #DebitCard #Growthstrategy #marketing #DigitalMarketing #Marketinglessons #growthlessons #growth #businesslessons #businesstips #businessadvice #Founder #CEO #startup
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Timestamps:
(00:00) Intro
(00:44) The Success Formula of Candy Crush at King
(03:52) Lessons Learned About Performance Marketing & Its Limitations at King
(05:05) The Difference Between King & Revolut
(07:37) How Is Growth Getting Faster at Revolut
(11:19) What Is a Growth Engine & How Does It Drive Revolut’s Success?
(18:56) What’s Been the Biggest Flop?
(19:30) What Antoine Changed from King’s Playbook to Revolut’s?
(22:57) Does CAC Drop with Brand Growth or Rise with Market Saturation?
(27:03) How Revolut Chooses New Markets
(29:05) Balancing Primary Account Focus vs. Broad Reach
(31:54) What’s the North Star Metric for Measuring Success?
(34:27) How Does Ideation Work in Growth Team Meetings?
(40:18) Cracking the US Market
(41:58) The Power of Remote Teams
(47:35) Biggest Mistakes in Hiring for Growth Roles
(50:16) What Does Revolut Still Need to Optimize?
(52:18) Which Brand Antoine Respects Most Today & Why?
(55:45) Which Product Had High Expectations but Low Impact?
(57:11) Working with Nikolai
(58:51) Quick-Fire Round
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10 Questions with Revolut’s Chief Growth Officer:
1. Why does Antoine believe that the best product and growth teams do not need to do A/B tests?
2. Why does Antoine believe the best growth teams do not believe in anything?
3. What growth tactics have worked best for Revolut? What did they learn?
4. What have been the biggest growth flops? How did that change their approach?
5. Why does Antoine believe localisation in product is BS and overrated?
6. Why does CAC never come up at Revolut? Why do they not believe it is a metric to focus on? What metrics do they focus on instead?
7. What does Antoine mean when he says “growth is a bidding war”? How does one win the “bidding war” today?
8. Why does Antoine believe the best growth teams focus on optimisations and 1% gains not moving the needle for a company?
9. What are the single biggest mistakes growth teams make today? What used to work that no longer works?
10. What growth tactic is most effective but also most under-utilised? How can startups take advantage of this?
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#20vc #harrystebbings #antoinelenel #revolut #king #venturecapital #growth #product #onlinebanking #hiring
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#20VC #HarryStebbings #Revolut #CreditCard #DebitCard #Growthstrategy #marketing #DigitalMarketing #Marketinglessons #growthlessons #growth #businesslessons #businesstips #businessadvice #Founder #CEO #startup
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#HarryStebbings #Plaid #venturecapital #VC #venture #Entrepreneur #Founder #foundermode #CEO #startup #businesstips #businesslessons
#20VC out now with Plaid Co-Founder & CEO Zach Perret.
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#HarryStebbings #Plaid #venturecapital #VC #venture #Entrepreneur #Founder #foundermode #CEO #startup #businesstips #businesslessons
#20VC out now with Plaid Co-Founder & CEO Zach Perret.
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#HarryStebbings #Plaid #venturecapital #VC #venture #Entrepreneur #Founder #foundermode #CEO #startup #businesstips #businesslessons #email #emailmarketing #emailtips #coldemail
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Timestamps:
(00:00) Intro
(00:52) What Triggered Plaid’s Recent Growth
(05:53) Are Great CEOs Defined by Resource Allocation?
(09:03) What Is a Grinder Problem?
(10:37) Is There Defensibility on Day One?
(14:17) Biggest Lessons on How To Do Outreach
(17:57) Hiring Mistakes
(18:32) Founder Mode
(21:05) Popular Silicon Valley Beliefs That Zach Disagrees With
(23:17) Is Speed the Key to Going from 0 to 1?
(25:02) How Zach Balances Big Rounds with Dilution & Valuation?
(28:12) Making Money or Taking Secondaries Changed the Mindset?
(30:52) On Raising $13.4BN Valuation
(32:51) Is M&A Completely Shut Down? What Could Lead to Its Revival?
(33:49) IPO Markets Today
(36:41) The Biggest Flaw as a CEO
(40:42) How Fatherhood Impacted Zach
(42:47) Is Investing While Running Plaid a Distraction?
(46:41) How Has VC Funding Moved the Needle for Plaid?
(47:39) Quick-Fire Round
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In Today’s Episode with Zach Perret We Discuss:
1. Founder Mode:
Why “Founder Mode” will be the most dangerous blog post written in the last decade for founders? What is most misleading about it?
What are “grinder problems”? Why does Zach believe that grinder problems are the best problems for startups to try and solve?
Why does Zach believe that OKRs are BS and should be removed? What should be used instead?
2. Lessons from Raising $734M for Plaid:
Why does Zach believe the VC model is on it’s last legs? What needs to change?
What is the worst advice that VCs give that most founders take?
Why does Zach believe that angel investing is more distracting than helpful for founders to do? What are the pros of investing alongside running a company?
Why does Zach encourage founders to raise money as infrequently as possible? What does this mean for the size and price of rounds Zach thinks we should see occur?
3. The $5BN Exit and the $13.4BN Round:
Why did Zach turn down the $5BN exit to Visa? Was it the right choice?
Does Zach regret raising at such a high price of $13.4BN when the exit did not happen?
Would Zach sell the company today for $13.4BN if offered it?
What did Zach not do that he wish he had done? What did he do that he wishes he had not done?
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#20vc #harrystebbings #zachperret #plaid #angelinvesting #venturecapital #ceo #founder
#20VC out now with Plaid Co-Founder & CEO Zach Perret.
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New 20VC out now with Founder Collective Managing Partner David Frankel. Link in bio
#20VC #HarryStebbings #venturecapital #vctok #startup #founder #vc #entrepreneurship
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Timestamps:
(00:00) Intro
(00:50) Massive Seed Rounds: How Can Traditional Seed Funds Compete?
(05:47) Do Founders Understand Venture Today?
(07:38) How Fast David Spots a Bad Company?
(09:27) Why Are Reserves So Hard in Venture? David's Key Lessons
(15:08) First-Time vs. Second-Time Founders
(17:25) Why Does David Call Pro-Rata the Original Sin of VC?
(24:14) Has DPI Died in 2024? Is PE the Answer for VC Exits and Liquidity?
(27:39) Why Are LPs Frustrated with VCs, and What Will Change It?
(34:36) Should Seed Funds Actively Navigate Secondary Markets for Exits?
(37:42) IPO Strategy: When to Sell & How to Distribute Effectively?
(40:24) What is Leech?
(47:48) Does AI Shift Your Beliefs on Capital Efficiency & Small Rounds?
(53:10) Will AI Spawn New Giants or Consolidate Power in Existing Titans?
(58:25) David's Biggest Losses: How Did They Change His Investment Mindset?
(01:02:29) Advising Founders on Secondaries
(01:10:18) How to Be a Great Board Member
(01:11:51) Biggest Lesson on Dilution
(01:16:31) The Small Fund vs. The Big Fund
(01:22:55) Quick-Fire Round
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10 Questions With One of the World’s Best Seed Investors:
1. Reserves: Why are reserves the hardest part of venture? What have been David’s biggest lessons in how to do them well?
2. Why does David believe that pro-rata is the original sin of VC?
3. Has DPI died in 2024? Is PE the salvation for the VC exit market and liquidity?
4. Why does David believe LPs are so pissed of with VCs right now? What will change that?
5. When will IPO markets open? Are M&A markets shut? What would cause them to open?
6. How does David reflect on price today? When will he pay up and break his rules?
7. Biggest lessons for David on knowing when is the right time to sell? Why does David believe you should never sell your winners? What has David sold that he regrets most?
8. What companies returned the most to Founder Collective Funds? Uber? Coupang? Airtable? The Trade Desk? What did he learn from those mega hits?
9. What have been David’s biggest losses? How did losing the company change his mindset and approach to investing?
10. What does David believe is the future of venture capital? How can seed funds play in a world of mega multi-stage funds? Who wins? Who loses?
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#20VC #HarryStebbings #AI #artificialintelligence #venture #venturecapital #VC #Business
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Timestamps:
(00:00) Intro
(02:09) AI in Customer Support: Intercom's Role in the Emerging Landscape
(05:59) Overestimating AI
(09:07) SaaS Future: Companies Building Their Own Tools?
(10:35) AI Costs: Rising Prices or Falling Expenses?
(17:19) AI Startups: True Innovation or Just Thin Layers on Models
(21:02) Why Intercom Doesn’t Go Public
(24:16) Does the VC Model Still Work?
(25:43) Shifting from SMB to Mid-Market
(26:48) Hard Work vs. Work-Life Balance
(30:10) Why Eoghan Expresses His Political Views Publicly?
(35:32) Reflecting on Leadership
(37:43) Freedom of Speech vs. Fake News
(43:11) How Eoghan Has Changed as CEO
(45:33) Launching San Francisco Freedom Club
(47:48) Quick-Fire Round
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10 Questions with One of the Largest Private Company CEO’s:
1. AI Investing: Why will most AI investments not do better than the S&P 500?
2. Building SaaS Tools with AI: Why is it crazy for companies to follow Klarna and use AI to build their own tools?
3. Going Public: Why is Bill Gurley wrong that more later stage companies should go public? Why did Intercom shelve plans to go public in 2022?
4. Early-Stage is F****:** Why is the early-stage venture ecosystem as an asset class f******?
5. Founder Mode: Why does Eoghan believe all of the best founders are unbalanced? What is the difference between Founder vs Manager mode?
6. Political Voice: Why did Eoghan decide he had to voice his political opinions now?
7. The Danger of Harris: Why does Eoghan believe a Harris administration would rob the US of immense freedom, democracy and civil liberty?
8. Why Vote Trump: Why does Eoghan believe that Trump will regain immense freedom for the sovereign individual?
9. Freedom of Speech: How does Eoghan determine right vs wrong when freedom of speech leads to harm and injustice?
10. Middle East and Nuclear War: Why does Eoghan believe that nuclear war is much closer than we think? Will we see the Middle East descend into war?
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#20VC #HarryStebbings #SequoiaCapital #Sequoia #startup #Founder #Business #entrepreneurship #Entrepreneur #lifelessons #lifeadvice #businessadvice
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#20VC #HarryStebbings #SequoiaCapital #Sequoia #startup #Founder #Business #Meta #Google #Ai #Artificialintelligence #search #searchengine
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Timestamps:
(00:00) Intro
(01:12) The Offer Moment in SCGE
(02:59) Transitioning from Shorts to Longs
(06:51) When to Call a Decision Wrong vs. Waiting for More Data
(11:09) Global Equities in 2016
(18:39) The Move into the Private Markets
(21:37) Will Private Markets Overtake Public Markets?
(27:38) Navigating Incongruous Long & Short Positions
(36:34) Managing Long-Term Business Planning with Monthly Redemptions
(46:58) AI Integration: Boosting Revenue or Enhancing Customer Experience?
(52:50) Why NVIDIA’s Price Today is Reasonable
(55:19) Exploring Infrastructure & Data Center Deployment
(57:59) Concerns About Deglobalization & Its Impact on Investment Strategy
(59:41) India's Promise: A Long-Awaited Opportunity
(01:01:02) Lessons from Working with Doug Leone, Mike Moritz, and Roelof Botha
(01:06:47) Quick-Fire Round
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10 Questions with the Leader of Sequoia’s $9BN Global Equities Fund:
1. Crossover Fund Opportunity: Why are crossover funds more attractive today than ever? Have the tourists gone?
2. Public Market Opportunity: Why is the opportunity in the public markets, not the private markets today?
3. IPO Markets: When will IPO markets open? What will cause them to open?
4. Breaking Hedge Fund Rules: What are the biggest ways that Sequoia breaks the traditional rules of hedge funds?
5. Google: Why does Jeff believe that Google’s cash cow of search is under threat?
6. Meta: Why does Jeff believe Meta will be the biggest competitor to Google?
7. NVIDIA: Why is NVIDIA’s price today reasonable? What is the bull and bear case?
8. China: Is there a recovery for China? How do Sequoia play China in this market?
9. AI in Public Markets: How are Sequoia playing the AI game in the public markets?
10. Investing Lessons: What have been Jeff’s biggest investing lessons from Mike Moritz, Doug Leone, and Roelof Botha?
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#20VC #HarryStebbings #PoolsideAI #Entrepreneur #entrepreneurship #Founder #CEO #startup #AI #Artificialintelligence #AGI #OpenAI #ChatGPT
New 20VC out now with Poolside Co-Founder Eiso Kant. Link in bio.
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#20VC #HarryStebbings #PoolsideAI #Entrepreneur #entrepreneurship #Founder #CEO #startup #AI #Artificialintelligence #AGI #OpenAI #ChatGPT #Nvidia #JensonHuang
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Timestamps:
(00:00) Intro
(00:53) What is Poolside?
(04:42) Capturing Iterative Thinking in Uncharted Data
(08:58) The Biggest Bottleneck in AI Progress: Compute, Data, or Models?
(12:49) The Value of Synthetic Data
(15:45) Scaling Laws in AI
(18:21) Projecting Model Costs Over the Next 12-24 Months
(22:10) Future of Model Distillation
(29:36) Does Cash Directly Correlate to Compute Access?
(31:35) Eiso’s Perspective on Larry Ellison’s $100B Foundation Model Entry Point
(36:50) Eiso’s Outlook on Nvidia's Dominance and the Future of Compute
(38:51) Has Innovation Stalled Awaiting Nvidia's Blackwell?
(46:06) OpenAI, Anthropic, or X.ai — Which to Buy and Why?
(51:00) Comparing Crypto & AI: Decentralization vs. Centralization
(55:23) The Decision to Stay Europe-Based
(59:01) Work Ethic & Work-Life Balance
(01:04:53) Is China 2 Years Behind Than Europe?
(01:06:48) Quick-Fire Round
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In Today’s Episode with Eiso Kant We Discuss:
1. Raising $600M to Compete in the AGI Race:
What is Poolside? How does Poolside differentiate from other general-purpose LLMs?
How much of Poolside’s latest raise will be spent on compute?
How does Eiso feel about large corporates being a large part of startup LLM provider’s funding rounds?
Why did Poolside choose to only accept investment from Nvidia?
Is $600M really enough to compete with the mega war chests of other LLMs?
2. The Big Questions in AI:
Will scaling laws continue? Have we reached a stage of diminishing returns in model performance for LLMs?
What is the biggest barrier to the continued improvement in model performance; data, algorithms or compute?
To what extent will Nvidia’s Blackwell chip create a step function improvement in performance?
What will OpenAI’s GPT5 need to have to be a gamechanger once again?
3. Compute, Chips and Cash:
Does Eiso agree with Larry Ellison; “you need $100BN to play the foundation model game”? What does Eiso believe is the minimum entry price?
Will we see the continuing monopoly of Nvidia? How does Eiso expect the compute landscape to evolve?
Why are Amazon and Google best placed when it comes to reducing cost through their own chip manufacturing?
Does Eiso agree with David Cahn @ Sequoia, “you will never train a frontier model on the same data centre twice”?
Can the speed of data centre establishment and development keep up with the speed of foundation model development?
4. WTF Happens to The Model Layer: OpenAI and Anthropic…
Does Eiso agree we are seeing foundation models become commoditised?
What would Eiso do if he were Sam Altman today?
Is $6.6BN really enough for OpenAI to compete against Google, Meta etc…?
OpenAI at $150BN, Anthropic at $40BN and X.ai at $24BN. Which would Eiso choose to buy and why?
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Timestamps:
(00:00) Intro
(00:44) Joining Facebook
(03:14) Transition From IC to Manager
(09:34) How To Prevent Feature Creep
(10:19) Science vs. Art in Product
(11:03) Speed vs. Quality in Product
(14:07) Common Reason Why Companies Fail: Talent, Process or Systems
(16:08) How To Do Product Reviews
(20:19) Balancing Open Debate with Directive Leadership
(24:40) What is Possibility Thinking?
(27:31) Lessons on How To Do Launching
(29:23) Balancing Resources Between Core Revenue & Future Innovations
(31:31) Lessons on Hiring
(33:17) Hiring Process
(38:38) Approaching Comp & Title Negotiations
(42:45) Opinion on Remote Work
(46:00) Bull or Bear: Maria’s Outlook on Europe
(47:02) Quick-Fire Round
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In Today’s Episode with Maria Angelidou:
1. How to Hire the Best Product Teams:
What are the three different archetypes for PMs today?
What non-obvious traits does Maria look for in new product hires?
How does Maria structure the hiring process? What works? What does not?
Does Maria do take home assignments? How has her approach changed here?
What is Maria’s biggest advice to candidates on both compensation and title?
2. How the Best Product Teams Do Product Reviews:
What does every team get wrong in how they do product reviews?
What are the four different type of product reviews?
How often does Maria do a product review? Who is invited?
Who sets the agenda? How is it structured?
What makes good vs great product reviews?
3. Europe vs US: How Product Teams Differ:
What is the single biggest difference when comparing product teams in the US vs EU?
Does Maria agree that the work ethic is less in the EU?
Which class of employee would Maria say is more entitled?
What could Europe do to be more competitive with the US?
What was the biggest surprise to Maria on returning to Europe from the US?
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Subscribe on Spotify:
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Subscribe on Apple Podcasts:
podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on Twitter:
twitter.com/HarryStebbings
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twitter.com/angelidou_maria
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#20VC #HarryStebbings #AI #artificialintelligence #openai #chatgpt #business #businesslessons
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Timestamps:
(00:00) Intro
(06:46) Are We in Peak AI?
(12:48) The Threat of AI Models Replacing Traditional Software
(18:14) AI Services Companies & Their Role in Next-Gen Applications
(29:05) Balancing AGI Pursuit and Product Development
(34:04) Sustainable AI Business Models Amidst Commoditization & High Costs
(41:35) Is There Ever a Stop to the Escalating Costs in AI Development?
(44:36) AI Agents & the Future: The Decision to Build Sierra
(54:38) Unanticipated Challenges in Building Sierra
(55:38) Transitioning from Software Rules to Guardrails
(01:04:37) Content Verification & Trust: Concerns in a Misinformation-Driven Era
(01:08:55) Quick-Fire Round
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In Today’s Discussion with Bret Taylor:
1. The Biggest Misconceptions About AI Today:
Does Bret believe we are in an AI bubble or not?
Why does Bret believe it is BS that companies will all use AI to build their own software?
What does no one realise about the cost of compute today in a world of AI?
2. Foundation Models: The Fastest Depreciating Asset in History?
As a board member of OpenAI, does Bret agree that foundation models are the fastest depreciating asset in history?
Will every application be subsumed by foundation models? What will be standalone?
How does Bret think about the price dumping we are seeing in the foundation model landscape?
Does Bret believe we will continue to see small foundation model companies (Character, Adept, Inflection) be acquired by larger incumbents?
3. The Biggest Opportunity in AI Today: The Death of the Phone + Website:
What does Bret believe are the biggest opportunities in the application layer of AI today?
Why does Bret put forward the case that we will continue to see the role of the phone reduce in consumer lives? How does AI make that happen?
What does Bret mean when he says we are moving from a world of software rules to guardrails?
What does AI mean for the future of websites? How does Bret expect consumers to interact with their favourite brands in 10 years?
4. Bret Taylor: Ask Me Anything: Zuck, Leadership, Fundraising:
Bret has worked with Zuck, Tobi @ Shopify, Marc Benioff and more, what are his biggest lessons from each of them on great leadership?
How did Bret come to choose Peter @ Benchmark to lead his first round? What advice does Bret have to other VCs on how to be a great VC?
Bret is on the board of OpenAI, what have been his biggest lessons from OpenAI on what it takes to be a great board member?
-----------------------------------------------
Subscribe on Spotify:
open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on Twitter:
twitter.com/HarryStebbings
Follow Bret Taylor on Twitter:
twitter.com/btaylor
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#20vc #harrystebbings #brettaylor #sierra #openai #ai #venturecapital #founder #boardmember #fundraising #zuckerberg
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New 20VC out now with Donald Tang, Executive Chairman of SHEIN. Link in bio.
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New 20VC out now with Donald Tang, Executive Chairman of SHEIN. Link in bio.
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#20VC #HarryStebbings #Shein #IPO #VC #venturecapital #venture #startup #entrepreneur #business #Businessstories #jobinterview #interviewadvice #interviewtips #interview
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Timestamps:
(00:00) Intro
(00:53) Background
(03:43) First Job in Finance
(06:22) The Balance Between Skill vs. Luck
(07:06) The SHEIN Story: How It Became a Global Fashion Giant
(14:26) Managing Supplier Relationships in a Fast-Paced Environment
(19:40) Is Price the Primary Driver for Choosing SHEIN?
(22:34) Leveraging Social Media for Customer Acquisition
(26:45) Evaluating Global Expansion
(29:33) Key Mistakes Made When Entering the US Market
(33:18) Untapped Growth Opportunities
(35:00) Navigating Tariffs & Their Impact on Pricing Strategy & Success
(36:30) Addressing the Climate Criticism
(39:17) Navigating IPO & Global Responsibility
(42:31) Lessons on Building a Happy & Lasting Marriage
(43:56) Fatherhood
(46:15) Relationship to Money
(48:16) Quick-Fire Round
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In Today’s Episode with Donald Tang We Discuss:
1. How SHEIN Became a Global Giant:
As specifically as possible, what did you and the SHEIN team do that enabled you to be one of the fastest-growing companies on the planet?
Real-Time Retail: What is this? How is it the core of SHEIN’s growth and efficiency?
Supply Chain Innovation: How did SHEIN innovate on the supply chain to give them such an advantage over the competition?
Price King: How does Donald respond to the statement that SHEIN wins due to price, not quality?
Social Media: What social media tactics allowed SHEIN to grow so fast? What did not work?
Paid Media: How have SHEIN approached paid marketing? What works? What does not?
2. The Big Questions: IPOs, Impact on Climate and Worker Conditions:
IPO: Why does SHEIN want to go public? Is London the right place for the company to go public?
Climate: How does Donald respond to the common idea that “SHEIN is bad for the climate” and encourages fast fashion like never before?
Worker Conditions: How does Donald respond to the common question around worker conditions, age of workers and how SHEIN approaches this?
3. Marriage, Fatherhood and Happiness:
Marriage: What have been Donald’s biggest lessons on how to have a successful marriage?
Fatherhood: What does being a great father mean to Donald? If he could call himself up the night before his first child was born, what would he advise himself?
Happiness: How does Donald think about happiness today? What does everyone get wrong about happiness?
-----------------------------------------------
Subscribe on Spotify:
open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on Twitter:
twitter.com/HarryStebbings
Follow SHEIN on Twitter:
twitter.com/SHEIN_Official
Follow 20VC on Instagram:
instagram.com/20vchq
Follow 20VC on TikTok:
tiktok.com/@20vc_tok
Visit our Website:
20vc.com
Subscribe to our Newsletter:
thetwentyminutevc.com/contact
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For more great business stories follow 20VC.
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Atlassian Co-Founder & CEO Scott Farquhar on 20VC. Link in bio.
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20VC with Imran Khan. Link in bio.
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