# @20vchq on Instagram

- **Type:** Video
- **Original URL:** https://www.instagram.com/p/DeJ8u8RABpa
- **Gondola URL:** https://gondola.cc/posts/71253026-20vchq-instagram
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/68fde9c3a5.jpg
- **Posted:** 2026-10-06T14:03:21.000+00:00
- **Account Owner:** 20VC with Harry Stebbings (@20vc) — https://gondola.cc/20vc

## Caption

Comment "Watch" for the full episode 👇️⁠
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If AI startups pay Nvidia, hyperscalers, and model providers at every step, why not invest in those companies directly?⁠
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Venky Ganesan, Partner at Menlo Ventures, argues that venture funds need to beat that public-market alternative by 1,000 basis points of IRR to justify the risk.

## Stats

- **Views:** 10,207
- **Likes:** 122
- **Shares:** 0
- **Comments:** 11

## Credits

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

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