This week, 20VC examined how capital allocation is shifting across venture, with LPs increasingly focused on cash velocity and fund performance metrics over traditional benchmarks like multiple. Alongside portfolio movements—from Instinct's billion-dollar raise to Miro's exit at a significant markdown—the show explored the infrastructure race underpinning AI, questioning whether energy constraints and data center buildout will prove to be the real limiting factor in the sector's growth.
Episodes This Week
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Other Weeks
This Week in 20VC (20 Minute VC) (Sep 7 - Sep 13, 2026)
3 episodes · Sep 7 – Sep 13
This Week in 20VC (20 Minute VC) (Aug 31 - Sep 6, 2026)
3 episodes · Aug 31 – Sep 6
This Week in 20VC (20 Minute VC) (Aug 24 - Aug 30, 2026)
3 episodes · Aug 24 – Aug 30
This Week in 20VC (20 Minute VC) (Aug 17 - Aug 23, 2026)
3 episodes · Aug 17 – Aug 23
This Week in 20VC (20 Minute VC) (Aug 10 - Aug 16, 2026)
3 episodes · Aug 10 – Aug 16
This Week in 20VC (20 Minute VC) (Aug 3 - Aug 9, 2026)
3 episodes · Aug 3 – Aug 9
This Week in 20VC (20 Minute VC) (Jul 27 - Aug 2, 2026)
3 episodes · Jul 27 – Aug 2
This Week in 20VC (20 Minute VC) (Jul 20 - Jul 26, 2026)
3 episodes · Jul 20 – Jul 26
This Week in 20VC (20 Minute VC) (Jul 13 - Jul 19, 2026)
3 episodes · Jul 13 – Jul 19
This Week in 20VC (20 Minute VC) (Jul 6 - Jul 12, 2026)
3 episodes · Jul 6 – Jul 12
This Week in 20VC (20 Minute VC) (Jun 29 - Jul 5, 2026)
3 episodes · Jun 29 – Jul 5