The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
February 16, 2026·1 hr 28 min·5 clips
Klarna's CEO cut 50% of employees using AI, shipping more with less and boosting profits.
As heard by us
A blunt case for smaller companies, human relationships, and fading data switching costs in the AI era.
This episode argues, in plain terms, that AI is reshaping more than software tools; it is changing the size and shape of the company itself. It moves through headcount cuts, the fading of switching costs in data, the limits of automation where relationships still matter, and the…
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