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Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture

Alex Rampell is a General Partner at Andressen Horowitz, where he leads their $1.7BN apps fund. Just last week, a16z announced they had raised $15BN for their latest funds, over 20% of all capital raised by venture firms. At a16z, Alex has led deals into Plaid, Mercury and OpenDoor to name a few. ----------------------------------------------- Timestamps: 00:00 Intro 01:26 How to Do 5x on a $15BN Fund Pool? 04:15 What Two Groups of Funds Will Win the Next Decade in VC? 15:13 What Three Things Are the Best Founders Able to Do? 20:35 The Best Companies Have Hostages, Not Customers 32:15 The Two Types of Deals You Want To Do In VC 37:18 The Importance of Founder/Capital Fit 40:20 Multiple Successive Rounds Are Dangerous… Here is Why? 44:01 The Importance of Ownership in Deals 57:19 Is Triple, Triple, Double, Double Dead? 58:46 Advice on Selling Companies 01:08:42 Quick-Fire Round 01:13:26 What is the Future of Venture Capital ----------------------------------------------- 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 Alex Rampell on X: https://twitter.com/arampell 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 ----------------------------------------------- #20vc #harrystebbings #alexrampell #a16z #vc #founders #revenue #megafunds #investing

Alex RampellguestHarry Stebbingshost
Jan 12, 20261h 15mWatch on YouTube ↗

Episode Details

EPISODE INFO

Released
January 12, 2026
Duration
1h 15m
Channel
The Twenty Minute VC
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

Alex Rampell is a General Partner at Andressen Horowitz, where he leads their $1.7BN apps fund. Just last week, a16z announced they had raised $15BN for their latest funds, over 20% of all capital raised by venture firms. At a16z, Alex has led deals into Plaid, Mercury and OpenDoor to name a few. ----------------------------------------------- Timestamps: 00:00 Intro 01:26 How to Do 5x on a $15BN Fund Pool? 04:15 What Two Groups of Funds Will Win the Next Decade in VC? 15:13 What Three Things Are the Best Founders Able to Do? 20:35 The Best Companies Have Hostages, Not Customers 32:15 The Two Types of Deals You Want To Do In VC 37:18 The Importance of Founder/Capital Fit 40:20 Multiple Successive Rounds Are Dangerous… Here is Why? 44:01 The Importance of Ownership in Deals 57:19 Is Triple, Triple, Double, Double Dead? 58:46 Advice on Selling Companies 01:08:42 Quick-Fire Round 01:13:26 What is the Future of Venture Capital ----------------------------------------------- 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 Alex Rampell on X: https://twitter.com/arampell 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 ----------------------------------------------- #20vc #harrystebbings #alexrampell #a16z #vc #founders #revenue #megafunds #investing

SPEAKERS

  • Alex Rampell

    guest
  • Harry Stebbings

    host

EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Alex Rampell and Harry Stebbings, Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture explores alex Rampell on venture scale, founder traits, and enduring moats Rampell argues venture is experiencing a “death of the middle”: the winners will be either large generalist platforms (with massive networks and services) or small specialist funds (with deep domain credibility), while mid-sized generalists get squeezed on deal access and differentiation.

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