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Oct 2024
46m 33s

20VC: Why Most AI Investments Will Do Wo...

Harry Stebbings
About this episode

Eoghan McCabe is the Co-Founder and CEO @ Intercom, one of the largest private software companies in the valley with hundreds of millions in revenue and thousands of customers. To date, Eoghan has raised over $238M from Index, Kleiner Perkins, ICONIQ, GV, Bessemer and more incredible firms. Intercom's goal is to reinvent customer service with AI agents replacing human agents over the next 10 years.

10 Questions with One of the Largest Private Company CEO's:

  1. AI Investing: Why will most AI investments not do better than the S&P 500?

  2. Building SaaS Tools with AI: Why is it crazy for companies to follow Klarna and use AI to build their own tools?

  3. Going Public: Why is Bill Gurley wrong that more later stage companies should go public? Why did Intercom shelve plans to go public in 2022?

  4. Early-Stage is F*******: Why is the early-stage venture ecosystem as an asset class f******?

  5. Founder Mode: Why does Eoghan believe all of the best founders are unbalanced? What is the difference between Founder vs Manager mode? 

  6. Political Voice: Why did Eoghan decide he had to voice his political opinions now?

  7. The Danger of Harris: Why does Eoghan believe a Harris administration would rob the US of immense freedom, democracy and civil liberty?

  8. Why Vote Trump: Why does Eoghan believe that Trump will regain immense freedom for the sovereign individual?

  9. Freedom of Speech: How does Eoghan determine right vs wrong when freedom of speech leads to harm and injustice? 

  10. Middle East and Nuclear War: Why does Eoghan believe that nuclear war is much closer than we think? Will we see the Middle East descend into war? 

 

Up next
Yesterday
20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?
<p dir="ltr">Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Foun ... Show More
1h 11m
Nov 21
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
<p dir="ltr">Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund.  Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Redd ... Show More
1h 19m
Nov 20
20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public
<p dir="ltr">AGENDA:</p> <p dir="ltr">04:47 Cursor Raises $2.3BN at $29BN Valuation</p> <p dir="ltr">11:36 What Gemini 3 Means for Lovable, Cursor and Replit</p> <p dir="ltr">30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?</p> <p dir="ltr">48:54 Oracle Credit Def ... Show More
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