The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings
20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded
February 12, 2026·1 hr 22 min·5 clips
Mike Cannon-Brooks argues that the idea of software being dead is ludicrous, urging businesses to focus on being good.
As heard by us
A blunt, numbers-first debate on software durability, venture pricing, and what the Atlassian example really proves.
This discussion moves quickly through a hard-edged case for and against software as a category in decline, with TAM still under scrutiny and top-of-the-bubble venture pricing treated as a real capital allocation question.
Why you'd press play
The week's AI venture fight, stripped to the money question.
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