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) (Nov 2 - Nov 8, 2026)
3 episodes · Nov 2 – Nov 8
This Week in 20VC (20 Minute VC) (Oct 26 - Nov 1, 2026)
3 episodes · Oct 26 – Nov 1
This Week in 20VC (20 Minute VC) (Oct 19 - Oct 25, 2026)
3 episodes · Oct 19 – Oct 25
This Week in 20VC (20 Minute VC) (Oct 12 - Oct 18, 2026)
3 episodes · Oct 12 – Oct 18
This Week in 20VC (20 Minute VC) (Oct 5 - Oct 11, 2026)
3 episodes · Oct 5 – Oct 11
This Week in 20VC (20 Minute VC) (Sep 28 - Oct 4, 2026)
3 episodes · Sep 28 – Oct 4
This Week in 20VC (20 Minute VC) (Sep 21 - Sep 27, 2026)
3 episodes · Sep 21 – Sep 27
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