The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
February 26, 2026·1 hr 20 min·5 clips
Jason Lemkin warns that public B2B companies are being disrupted by AI agents, with founders stressed as F.
As heard by us
A sharp read on AI news and public software stocks.
The episode tracks Anthropic Security Release, Figma's earnings breakdown, and the Citrino research piece as catalysts that helped move security stocks and, by extension, the broader market.
Why you'd press play
You want a fast, opinionated read on AI and stocks, not a keynote.
Listen to the show on