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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Enterprises Will Not Adopt AI without Forward-Deployed Engineers | Who Wins the Data Labelling Race: How Does it Shake Out? | Lessons Learned Hitting $200M ARR with Matt Fitzpatrick, CEO of Invisible Technologies

31 Dec 2025

Transcription

Chapter 1: What is the main topic discussed in this episode?

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This is 20VC with me, Harry Stebbings, and this is the last episode of 2025. Now, if you're wondering why I sound like Mick Jagger, no, it is not because I have been partying like a maniac and lost my voice over the Christmas break. It's because I have been walking four marathons. in four days with my mother to raise money for multiple cirrhosis sufferers.

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Chapter 2: What is Matt Fitzpatrick's career journey and how did he become CEO of Invisible Technologies?

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We've raised $50,000 in the last three days. I would love your support if you want to donate to MS sufferers, but that is why I sound like Mick Jagger. But to the show today, and data is everything in the world of model performance, Turing, McCaw, and today's guest, Invisible, are one of a few who have reached several hundred million dollars in revenue

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And as I said, I'm thrilled to be joined today by Matt Fitzpatrick, CEO of Invisible Technologies. Now, since joining as CEO in January 2025, he's achieved some incredible milestones.

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Chapter 3: What are the biggest barriers to enterprises adopting AI according to Matt Fitzpatrick?

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Most significantly, he's raised over $100 million for the company. This was an incredible show recorded in person in London, and I cannot wait to hear your feedback. But before we dive into the show today, are you drowning in AI tools? Chat GPT for writing, Notion for docs, Gmail for email, Slack for comms, and you're constantly copy-pasting between them all, losing context and losing time.

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This is the AI productivity tax, and it's killing your output. At 20VC, we're all about speed of execution.

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Chapter 4: Why are forward-deployed engineers essential for AI adoption in enterprises?

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and Superhuman is the AI productivity suite that gives you superpowers everywhere you work. With the intelligence of Grammarly, Mail, and Coda built in, you can get things done faster and collaborate seamlessly. Finally, AI that works where you work, however you work. Superhuman gets you from day one with zero learning curve, and it's personalized to sound like you at your best

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not like everyone else using generic AI. Get AI that works where you work. Unlock your superhuman potential. Learn more at superhuman.com forward slash podcast. That's superhuman.com slash podcast. And speaking of tools that give you an edge, that's exactly what AlphaSense does for decision making.

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As an investor, I'm always on the lookout for tools that really transform how I work, tools that don't just save time but fundamentally change how I uncover insights. That's exactly what AlphaSense does. With the acquisition of Tegas, AlphaSense is now the ultimate research platform built for professionals who need insights they can trust fast.

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Chapter 5: Are AI talent marketplaces still viable in today's market?

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I've used Tegas before for company deep dives right here on the podcast. It's been an incredible resource for expert insights. But now with AlphaSense leading the way, it combines those insights with premium content, top broker research, and cutting-edge generative AI. The result? A platform that works like a supercharged junior analyst, delivering trusted insights and analysis on demand.

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AlphaSense has completely reimagined fundamental research, helping you uncover opportunities from perspectives you didn't even know how they existed. It's faster, it's smarter, and it's built to give you the edge in every decision you make. To any VC listeners, don't miss your chance to try AlphaSense for free. Visit alphasense.com forward slash 20 to unlock your trial.

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That's alphasense.com forward slash 20. And if AlphaSense helps you make smarter decisions, Daily Body Coach helps you build smarter habits. You know how so many founders and execs say they'll finally take care of their health once things slow down? Well, they never do.

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Running a business is a marathon made of high intensity sprints, and taking care of yourself is what gets you through those times performing at your best, both professionally and personally. This is exactly where Daily Body Coach comes in.

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Daily Body Coach is a complete high touch service for busy founders and executives, combining personalized nutrition and training with psychology based coaching to help you not just follow a plan, but actually build the systems, habits and mindset to stay at the top of your game. Built by an exited founder,

Chapter 6: How does the data labeling market structure impact competition?

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and led by certified experts with masters and PhD-level credentials, Daily Body Coach is fully tailored to your life. Whether you're traveling, dining out, or in back-to-back meetings, you get daily accountability, data-driven insights from DEXA scans, and blood work and a highly certified team backing you.

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Chapter 7: What should CEOs consider when evaluating data labeling revenue?

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If you're serious about performing at your best, physically and mentally, go to dailybodycoach.com forward slash 20VC. That's dailybodycoach.com forward slash 20VC and take the next step. You have now arrived at your destination. Matt, I am so excited for this, dude.

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I think Invisible is one of the most incredible, but also I'm sorry to say this, I under-discussed businesses when I look at the incredible achievements that you've had over the last few years.

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Chapter 8: How important is brand recognition for AI companies selling to enterprises?

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So thank you so much for joining me. Thank you for having me. I really enjoy the show. Can you just talk to me about how does like a 10-year McKinsey stalwart warrior become CEO of like one of the fastest growing data companies in tech? How does that transition happen? I would say my McKinsey journey was non-traditional. I spent 12 years there.

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I was a senior partner, and I led a group called Quantum Black Labs, which is the firm's global tech development group. So about 10 years ago, McKinsey actually started hiring engineers, and I was a big part of this and a pretty big quantum. And when I started, we had about 100 engineers total in the firm. By the time I left, we had 7,000.

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I oversaw about a fifth of that group and all the application development, all of the data warehouse infrastructure, and all of the Gen AI builds globally. And so that journey was really interesting, and over the course of it, Spent a variety of my time competing with other large enterprise AI businesses, and I got to know the founder, Francis, really well about three years or four years ago now.

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We actually met totally not work-related, kind of a social context where we were discussing. It was basically a forum called Dialogue. I don't know if you heard it, but you basically talk about different ideas We bonded over history. I keep getting invited to this. It's in like Hawaii, though. It's in many different locations. It's far.

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I really enjoy it because you actually don't talk about work at all. You're not allowed to talk about your job. You spend time talking about history, politics, technology. What does everyone from San Francisco do? They don't talk about it for two days. It's a silent retreat. Exactly, exactly.

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But I actually think it's one of the few events I've been to where people are not talking in their own book. They're not trying to convince you of anything. And you just really actually, I've made a bunch of really good adult friendships out of that. And so Francis and I got to know each other from that four years ago.

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And there had been another CEO kind of in the two years before I joined who was actually based in Australia, interestingly. And so when the business got to a certain scale, it was just time to have a U.S.-based CEO that could help take the business to the next level. And, you know, it was actually Francis who approached me and kind of pretty directly said, do you want to be our next CEO?

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And that was kind of what happened. Was it a no-brainer? Look, I think when you walk away from a really stable job that you really enjoy, that's always difficult. The sliver of McKinsey that I was doing, I found to be one of the most intellectual day-to-day jobs ever. I was working with all the Fortune 1000 on every different AI topic daily.

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And particularly in the early machine learning days, kind of 10 years ago, I think we built some really interesting stuff. But yeah, I think it was kind of a no-brainer in some ways. Because I think when you think about it, I think this is the most interesting time to run a company on a topic that

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