Results for "20VC"
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StandardSummaries only20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jan 24, 2026
AGENDA: 00:03:00 – Harry's Wild Start: Making £1.75M at 19 in 36 Hours 00:06:00 – How Harry Got Marc Benioff on 20VC with Cold Emailing Alone 00:07:30 – Raising $70M on WhatsApp – Relationship Building Secrets 00:12:00 –…
investing- Intelligent Report
20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 31, 2026
ClickHouse CEO Aaron Katz reveals they're tracking from $0 to $500M+ ARR, targets $1B by late 2027, boasts 200%+ net dollar retention, and explains why agents—not humans—will soon select your entire infrastructure stack.
openaianthropicinvesting - StandardSummaries only
20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 29, 2026
Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million …
anthropicinvesting - Intelligent Report
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 13, 2026
Matan Grinberg went from 12 years as a string theorist to building Factory—an AI software development company valued at $1.5B—after literally never having had a job, and now he's reshaping how enterprises build software …
openaianthropicinvesting - StandardSummaries only
20VC: Inside Legora: $100M ARR in 18 Months | Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down | Competing Against Harvey, the 800 Pound Gorilla | Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 11, 2026
Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 milli…
ai-regulationinvesting - StandardSummaries only
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 31, 2025
🎧 20VC x Tim Ferriss — Full Episode Timeline 00:00 – "How Do You Stay True to Yourself When You Have to Perform for the World?" 06:00 – "Why Tim Ferriss Refused to Go All-In on YouTube" 09:00 – "You Don't Need 10 Millio…
investing - Intelligent Report
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 9, 2026
In this episode of 20VC, Harry Stebbings discusses the latest tech news, including OpenAI's management changes, Anthropic's $30 billion revenue milestone, and SpaceX's confidential IPO filing targeting a $2 trillion valu…
openaianthropicinvesting - Intelligent Report
20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 26, 2026
In this episode of 20VC, Harry Stebbings discusses the massive market overreaction to AI proof of concepts, the stress VCs face, and the challenges of IPOs for unicorns. With insights from Jason Lemkin and Rory O'Driscol…
openaianthropicinvesting - Intelligent Report
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 5, 2026
In this episode of 20VC, Harry Stebbings and guests discuss Anthropic's clash with the Pentagon over AI ethics, OpenAI's massive $110 billion funding round, and Block's significant workforce reduction, highlighting the e…
openaianthropicinvesting - Intelligent Report
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Lucas Swisher· Feb 23, 2026
In this episode of 20VC, Harry Stebbings interviews Lucas Swisher from CO2 about the intricacies of venture capital, discussing the importance of market size, the dynamics of public vs. private investments, and the evolv…
openaianthropicinvesting - Intelligent Report
20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 8, 2026
OpenAI nears $70B ARR, the Factory-Cognition CRO drama, Vinod Khosla's shocking tweet, Salesforce buys Listen Labs for $2B, Reflection's open-source bet, and why agents are now picking your vendors.
openaianthropicinvesting - Intelligent Report
20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 5, 2026
Menlo Ventures' Venky Ganesan on paying up for outliers, why ownership still matters, how to think about selling, portfolio concentration, LP dynamics, and playing the game when AI is rewriting venture's rules.
anthropicinvesting - StandardSummaries only
20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Chase Lochmiller· Oct 3, 2026
Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that companies use to train and run AI. It has raised approximately $6.4 billion in equity, including its latest $3.9 billio…
aiinvesting - StandardSummaries only
20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Oct 1, 2026
AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments 10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta 25:00 AMD Buys Fei-Fei L…
openaianthropicinvesting - Intelligent Report
20VC: $1BN ARR in 18 Months; The Untold Story of Higgsfield | Spending $4M Per Month on Models | Why Moats in AI are BS | Scaling a Content Team to 150 People with Alex Mashrabov
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Alex Mashrabov· Sep 28, 2026
Alex Lim reveals how Higsfield hit $1B revenue in 18 months with 300 people from Kazakhstan, spending $4M/month on AI models, zero paid ads, and NRR over 300%.
openaianthropicinvesting - Intelligent Report
20VC: Five Predictions for a World of Agents | The Ads Business Model Will Die | Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 26, 2026
Parallel founder Parag Agrawal on why agents will search the web 1000x more than humans, why ads are dead in an agentic world, and why wealth inequality may already be too extreme.
agentsinvesting - Intelligent Report
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 24, 2026
Meta's Muse dethrones ChatGPT, Anthropic delays its IPO, OpenAI's $278B burn plan, and Jason's IC debates Lagore, Crusoe & Factory investments.
openaianthropicinvesting - StandardSummaries only
20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 21, 2026
Daniel Dines is one of the greatest European founders of the last decade. As the Co-Founder of UiPath, he has scaled the business to a market cap high of $ 44BN in 2021, with the company now generating $1.72BN in revenue…
aiinvesting - Intelligent Report
20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting - StandardSummaries only
20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 17, 2026
AGENDA: 03:40 Dario Calls to "Pace the Frontier" 11:30 Why the Fed Will Raid Anthropic if Needed 21:50 Meta Launches Muse to Take On Instinct 28:30 Instinct Raising $1BN at $10BN—Would You Invest? 39:55 Miro Sells for $1…
anthropicmistralinvesting - StandardSummaries only
20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 14, 2026
David Morehead is one of the most respected CIOs in the endowment fund world as Chief Investment Officer at Baylor University, overseeing its $2.6BN endowment. Before joining Baylor in 2011, he was a senior portfolio man…
investing - StandardSummaries only
20VC: 7 Predictions for How AI Changes the World: Labour, Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 12, 2026
AGENDA: 04:30 How Do You Hire Exceptional People in the AI Era? 08:00 What Actually Works in Growth—and Why Can't You Trust Meta's Numbers? 17:00 How to Run Hundreds of Millions in Marketing with Zero Employees 19:30 "Ou…
aiinvesting - Intelligent Report
20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 10, 2026
AGI declarations, OpenAI's rule-breaking agents, Instinct vs. Town conflicts, Cybercab launches, and why no financial math can justify some of today's biggest AI bets.
openaianthropicinvesting - StandardSummaries only
20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 7, 2026
Jean-Denis "JD" Grèze is the Co-Founder and CEO of Town, the AI work assistant reportedly in talks to raise funding at a $1BN valuation. Before founding Town, JD spent seven years as CTO of Plaid. Before Plaid, he was Di…
aiinvesting - StandardSummaries only
20VC: How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change with Cliff Weitzman, Speechify
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 5, 2026
Cliff Weitzman is the co-founder and CEO of Speechify, the world's leading AI voice and text-to-speech platform, used by more than 60 million people globally. Diagnosed with dyslexia as a child, Cliff first built Speechi…
aiinvesting - Intelligent Report
20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 3, 2026
Nvidia's record $96B quarter, OpenAI cuts off Cursor, the Hugging Face hack's cyber wake-up call, and why every startup must now become a compound company—broken down by Rory Driscoll and Jason Lemkin.
openaianthropicinvesting - StandardSummaries only
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 27, 2026
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 C…
openaianthropicinvesting - StandardSummaries only
20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Julien Bek· Aug 24, 2026
Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies including Rillet, Tacto, and Auctor. Before joining Sequoia, Julien spent five …
investing - StandardSummaries only
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 22, 2026
Jerry Murdock is the Co-Founder of Insight Partners, which manages over $90 billion in assets. Jerry personally backed companies including Twitter, Nest and Docker, while Insight's portfolio includes giants such as Shopi…
aiinvesting - Intelligent Report
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 20, 2026
Rory O'Driscoll & Jason Lemkin break down SpaceX's $60B Cursor deal, Anthropic's first profit on $11.5B revenue, Stripe's OpenRouter acquisition, and Silver Lake's $43B Workday buyout.
anthropicinvesting - StandardSummaries only
20VC: Uber President on Budgeting AI at Uber: How AI Helps and Hurts Uber | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food | The Untold Stories of Travis Kalanick, Dara Khosrowshahi and China with Andrew MacDonald
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 17, 2026
Andrew MacDonald (Mac) is the longest-serving employee at Uber. Today, he is the President and COO. No one on the planet has spent more time mastering ride-sharing than Mac. Uber now does 300M rides per week, has 200M us…
aiinvesting - StandardSummaries only
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 13, 2026
AGENDA: 05:00 Canva's Growth Gets Slashed as AI Costs Explode 20:00 The Great Software Reset: Why 2026 Will Punish AI Hesitancy 29:00 Canva's Valuation Reality Check—and the LP Liquidity Trap 35:00 Google's AI Brain Drai…
aiinvesting - Intelligent Report
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Alex Atallah· Aug 10, 2026
OpenRouter CEO Alex Atala on routing 70 models a month, why Chinese open-source is beating America, the $10B Stripe acquisition rumors, and why the AI model market will be the biggest in human history.
openaianthropicinvesting - StandardSummaries only
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 8, 2026
David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno, PillPack, Airtable, Whoop, Shield AI and many more. In a world of expa…
aiinvesting - Intelligent Report
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 6, 2026
Nikesh Arora joins to break down Airtable's $1.3B fire sale, Leo Aschenbrenner's leveraged hedge fund implosion, Anthropic's security breaches, and why compute—not intelligence—will define the next five years of AI.
openaianthropicinvesting - StandardSummaries only
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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 3, 2026
Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI model race. Arena has raised $250 million, with the latest round valuing t…
aiinvesting - StandardSummaries only
20VC: The Best AI Companies Have Unique Data Acquisition Strategies | Will Simile Kill Kalshi, Polymarkets and NASDAQ | How to Sign Fortune 500 Companies As Customers in Weeks with Joon Sung Park, Simile
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 1, 2026
Joon Sung Park is the Founder and CEO of Simile, the AI simulation company building foundation models of human behaviour; allowing companies to test how real people may think, decide and act before making a decision in t…
aiinvesting - Intelligent Report
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 30, 2026
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
openaianthropicinvesting - Intelligent Report
20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 27, 2026
Matt Murphy of Menlo Ventures breaks down the Anthropic bet, why Series A is the worst place to invest right now, and how massive wins change a firm's mentality.
anthropicinvesting - StandardSummaries only
20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Osvald Nitski· Jul 25, 2026
Osvald Nitski is the Chief Product Officer at Mercor, the AI-training and expert-data marketplace powering frontier-model development. Mercor last raised a $350 million Series C at a $10 billion valuation, and is reporte…
aiinvesting - Intelligent Report
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 23, 2026
Rory O'Driscoll & Jason Lemkin break down China's new frontier models, why now may be the perfect time for OpenRouter to sell, Fireworks' $1.5B raise, and whether Stripe can pull off a PayPal takeover.
openaianthropicinvesting - Intelligent Report
20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 20, 2026
Fireworks AI founder Lin Kuo breaks down why specialized intelligence beats AGI, how open-source models are reshaping enterprise AI, and why a 10x cost drop will trigger 100x usage growth.
openaianthropicpytorchinference - StandardSummaries only
20VC: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups: Curative with Fred Turner
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Fred Turner· Jul 18, 2026
Fred Turner is the Founder and CEO @ Curative, one of the wildest stories in tech. Fred scaled a COVID testing business from $0 to $5BN in revenue and took the team from 7 to 7,000 employees in just 9 months. They did ov…
investing - Intelligent Report
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 16, 2026
Apple sues OpenAI for trade secrets, Meta launches Llama Spark 1.1 with aggressive pricing, and SK Hynix hits NASDAQ — plus why late-stage venture is eating early-stage alive.
openaianthropicinvesting - StandardSummaries only
20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Avishai Abrahami· Jul 13, 2026
Avishai Abrahami is the Co-Founder and CEO of Wix, the NASDAQ-listed website creation platform serving millions of businesses worldwide. Today, Wix generates more than $2BN in ARR and has a market capitalization of appro…
aiinvesting - Intelligent Report
20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 11, 2026
Glean founder Arvind Jain debates Harry on AI ROI, frontier model commoditization, open source's rise, Microsoft bundling, shrinking teams, and why being a CEO means never being happy.
openaianthropicinvesting - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - Intelligent Report
20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 6, 2026
Mike Mignano, newest GP at USV, breaks down the AI infrastructure-to-application shift, open vs. closed model wars, routing layer economics, and why agents will demand unprecedented personal trust.
openaianthropicinvesting - StandardSummaries only
20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 4, 2026
Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, B…
aiinvesting - StandardSummaries only
20VC: Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO | Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 2, 2026
AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 Dario Escalates the AI War with China & Open-Source 22:00 Should th…
anthropicinvesting