# 20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Page: https://stenobird.com/podcast/twenty-minute-vc/20vc-lessons-from-jensen-huang-on-founder-mode-how-to-know-if-openai-or-anthropic-will-kill-your-company-how-usv-liking-music-made-them-1bn-on-an-investment-the-five-year-desert-to-product-market-fit-a-5-3bn-valuation-wi
Text version: https://stenobird.com/podcast/twenty-minute-vc/20vc-lessons-from-jensen-huang-on-founder-mode-how-to-know-if-openai-or-anthropic-will-kill-your-company-how-usv-liking-music-made-them-1bn-on-an-investment-the-five-year-desert-to-product-market-fit-a-5-3bn-valuation-wi.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-05-16T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-lessons-from-jensen-huang-on-founder-mode-how-to-know-if-openai-or-anthropic-will-kill-your-company-how-usv-liking-music-made-them-1bn-on-an-investment-the-five-year-desert-to-product-market-fit-a-53bn-valuation-with-shiv-rao-abridge
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/20Growth__Shiv_Rao__Abridge-Final.mp3?dest-id=240976
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Duration seconds: 3886

## Resource

Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale. AGENDA: 04:00 — You just have to survive long enough to not die 06:00 — Did USV liking music make them billions of dollars? 13:58 — The three variants of an AI native company 15:00 — How do you know if foundation models are going to kill or help you? 22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move 41:00 — Biggest lesson from Jensen Huang at Nvidia 41:00 — What Founder Mode truly means 52:00 — What the founder of Duolingo taught me about sacrifice 56:37 — If I started a company again, Elad Gill would be the one investor I go to

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