# @20vc on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=CkAmq2gYtA4
- **Gondola URL:** https://gondola.cc/posts/66214575-20vc-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/4c83b2f695.jpg
- **Posted:** 2026-06-01T14:04:47.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN.

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Timestamps:

00:00 Intro
01:13 True or False: Mercor lost Meta & OpenAI as a customer with the hack?
05:52 Are We Entering a Golden Age of Cyber?
11:06 AI, Jobs & Layoffs: How Do Humans Fit Into the New Economy?
21:17 Rejecting a $30B Acquisition
27:39 The Fundraising Story: Helicopters, Ferraris & $10B Valuation
32:50 Infrastructure Will Win Over Application Layer
35:52 Is SaaS Dead? When Network Effects Are the Only True Moat
42:12 Token Spend on Agents Now Exceeds Employee Headcount
54:40 Competing for Talent When Meta Offers $20M Per Year
01:01:56 Do Sovereign AI Models Actually Matter?
01:07:17 Does HR Slow Companies Down? Brandon Pushes Back
01:09:31 Quick-Fire Round

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Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings

Follow Brendan Foody on X:
https://twitter.com/BrendanFoody

Follow 20VC on Instagram:
https://www.instagram.com/20vchq

Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok

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

Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/contact

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#20vc #harrystebbings #mercor #ai #ceo #aimodels #saas #cybersecurity #hiring

## Stats

- **Views:** 13,150
- **Likes:** 191
- **Shares:** 0
- **Comments:** 24

## Credits

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

## Tags

cybersecurity, harrystebbings, ceo, saas, hiring, ai, aimodels, mercor, 20vc

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