20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 9m
4 speakers
8 chapters
transcribed
Transcript
jump: chapters · speakers · find in transcriptTranscript
Transcript generated automatically by AI and may contain errors.
What is the main topic discussed in this episode?
I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second.
Who was the Founder of the Year for 2025?
Databricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year. OpenAI probably should have gone first, but it's burning too much.
What product won Product of the Year for 2025?
There's no ceiling on venture, which changes all the math and calculations. You haven't missed the boat as investors because what agents can do, we just started.
If unemployment ratchets up even two or three points, regardless of the reason, could just be the business cycle, you'll see a tech lash that makes what we're dealing with now an understatement.
Society will be terrified of AI.
Which Fund was recognized as Fund of the Year?
If the robots are going to take over society, I want to be sure that I own the robots.
This is 20VC and the new show of the year for us has been our weekly show with Jason Lemkin and Rory O'Driscoll. It's been incredible to see the response that it's got. And for the final episode, we are doing a big fat quiz of the year. What does that mean? It means we are giving out awards to Best Fund of 2025, Best Founder of 2025, Best Product of 2025. And then we do a look forward and we make some predictions. Which public stock is the stock to buy, stock to sell, which companies will go public in 2025, and so much more. This was great fun to do and I always want your feedback, harry at 20vc.com. Let me know what we can do to make these better for you.
What are the Breakout Companies of 2025 that made an impact?
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What were the biggest surprises in 2025?
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What predictions are made for the top performing tech stocks in 2026?
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Why could Salesforce be the buy of 2026?
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:00–0:06
2
Who was the Founder of the Year for 2025?
0:06–0:14
3
What product won Product of the Year for 2025?
0:14–0:36
4
Which Fund was recognized as Fund of the Year?
0:36–1:23
5
What are the Breakout Companies of 2025 that made an impact?
1:23–1:57
6
What were the biggest surprises in 2025?
1:57–2:44
7
What predictions are made for the top performing tech stocks in 2026?
2:44–3:06
8
Why could Salesforce be the buy of 2026?
3:06–1:09:41
Speakers
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