27 augusti 2026
83 min
20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated
AGENDA:
00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack
04:31 NVIDIA's $12BN Poolside Deal Exposes Frontier AI's Capital Wall
15:39 NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN
26:55 OpenAI Confirms 2027 IPO as Anthropic Seizes the Lead
40:42 Hugging Face Draws $13BN Takeover Interest as Open Models Boom
44:56 Citadel Cashes Out 80% of Its Leopold Aschenbrenner AI Trade
51:51 AI Boom Is "Less Than One-Third Over"—But Token Addiction Has a Price
01:04:07 Stripe Reaccelerates to 41% as AI Reshapes Software's Leaderboard
01:07:45 Instinct Security Scare Exposes Why AI Agents Still Cannot Be Trusted
01:23:55 VCs Name AI's Biggest Bubbles: Support, Defense, Humanoids and Roll-Ups
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Visar 1–10 av 1500 avsnitt
24 augusti 2026
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79 min
22 augusti 2026
20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega
66 min
20 augusti 2026
20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds
73 min
17 augusti 2026
20VC: Uber President on The Untold Uber Stories: Travis, China and Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food with Andrew MacDonald
67 min
15 augusti 2026
20Growth: How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman | Why You Should Do Paid Ads Today and How To Do Them | How to Build the Best Referral Programs and How to Crush UGC with Matt Swulinski
79 min
13 augusti 2026
20VC: Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab
87 min
10 augusti 2026
20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah
60 min
8 augusti 2026
20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough
84 min
6 augusti 2026
20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
76 min
3 augusti 2026
20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena
64 min