Snapshot · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Olo, backed by Founder Collective from the very beginning with Noah Glass, was taken private by Thoma Bravo at approximately a $2 billion valuation after a 17-year journey.
Where this was said
At 1:12:21 · chapter starts 1:08:27
Harry asks the hypothetical: what would cause Frankel to raise a larger fund? His answer is specific: if he saw a genuine arbitrage at Series A or B — companies growing steadily but being abandoned by momentum investors, trading at unfair discounts — that would pull him upstream. He explicitly says it's not about momentum, but about perceived value dislocation. He then surfaces one of the most honest moments of the episode: Founder Collective was introduced to Klaviyo early, through the same person who sent them Suno. He loved the founders but said no because the valuation didn't fit his framework. Klaviyo went on to IPO at a multi-billion dollar valuation. The framework saved them from many bad deals — but it also cost them Klaviyo. Frankel's verdict: frameworks are imperfect tools, and the best investors know when to override them for the truly extraordinary.
Frankel says it is 'unequivocal' that OpenAI and Anthropic will be disrupted, and that China has an excellent chance of being the disruptor.
Frankel predicts photonic (optical) computing — using photons instead of electrons — will be the key disruptor to Nvidia's dominance in AI chips, with major energy efficiency implications for data centers.
Nvidia looks invincible today — just as Intel once did. Frankel believes photonic computing, chips using photons instead of electrical signals, will be the disruptor. Optical fiber already handles all connectivity in data centers. The last frontier is the chip itself. When it arrives, the energy consumption argument against AI collapses.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
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