# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=8-yb87UDjvY
- **Gondola URL:** https://gondola.cc/posts/33729763-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/49fa35e80c.jpg
- **Posted:** 2025-08-25T14:00:26.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight companies that have gone public. Insane.
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In Today's Episode We Discuss:

00:00 Intro
01:18  Why are the stakes in AI higher than ever before?
02:24 Is defensibility in AI gone for good?
08:09 Investing Outside of Top 10 deals
09:43 Is vertical SaaS dead?
15:05 Will AI Reallocate Human Labor Costs?
23:39 Is treble-treble-double-double now too slow for AI companies?
29:16 From Incremental to Exponential: AI’s Scaling Curve
39:17 From Private Valuations to Public Markets
49:57 Reflection on Byron’s Mistakes
58:20 Is venture now just a game of scale?
01:09:57 Can PE Turn the Tide in Tough Markets?
01:13:43 Quick-Fire Round
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Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZ...

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast...

Follow Harry Stebbings on X:
  / harrystebbings  

Follow Byron Deeter on X:
  / bdeeter

Follow 20VC on Instagram:
  / 20vchq  

Follow 20VC on TikTok:
  / 20vc_tok  

Visit our Website:
https://www.20vc.com

Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/con...
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#20vc #harrystebbings #byrondeeter #bessemer #partner #vc #ai #figma #perplexity #ipo #saas

## Stats

- **Views:** 9,554
- **Likes:** 110
- **Shares:** 0
- **Comments:** 16

## Credits

| Name | Username | Profile | Role |
| --- | --- | --- | --- |
| 20VC with Harry Stebbings | @20vc | https://gondola.cc/20vc | Podcast |

## Tags

partner, bessemer, byrondeeter, harrystebbings, vc, saas, figma, ipo, ai, perplexity, 20vc

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