20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer

Intelligence is gonna be bigger as a market than oil. I've been in software for thirty one years now, and the handful of other moments where I have felt magic, a trillion dollar super cycle followed every single time. And it doesn't happen very often. I absolutely believe capitalism moat not being a giant global platform or an incredible specialist who can add differentiated value. I think it's a hard world to make money. Five point seven five billion dollars. That is how much Bassam Avancha partners just raised across their two new funds, a four billion dollar fund. And a one point seven five Billion dollar seed fund. My word, they really took it literally when I said you need a billion dollars to do seed. Well, I saw this and I thought, we've gotta have Samir on the show. Samir is one of the leaders at Bessema today. He led investments in Lagora and Fireworks, two 20 VC companies as well, which is awesome to work with them on. And he's one of the best growth investors in the market today. It's a spicy show. It's kind of what we're calling in the UK a bread and butter show in the way that this is right down my fairway. So unlike the AI deep tech infrastuff where I'm learning as I go, this is really in my zone of comfort and we had a great discussion. And I love doing shows like this. Like these shows are why I still do 20 VC

with such passion. Sammy was patient, he put up with me, and hell did we have a discussion. But before we dive into the show today, Blitzy, the autonomous software development platform that's built for Enterprise Scale, is proud to sponsor today's show. Enterprise codebases have grown beyond human comprehension. Tens of millions of lines, decades of tac-dat, complexity existing tools cannot fathom. Blitzy starts by understanding. Thousands of agents reverse engineer your code base into a proprietary knowledge graph that maps architecture dependencies and business logic. That graph surfaces every CVE and zero day hiding in your code before anyone hands you a ticket. Grounded in that context, Blitzy then executes entire epics autonomously, modernize off legacy systems, ship new features 5x faster, or batch remediate CVEs at scale surfaced by the platform. Blitzy not only generates code, it validates And end to end tests every single line. And that's why Fortune five hundred enterprises are shipping enterprise grade code five times faster. Go to blitzy.com forward slash two zero VC to learn more.

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