Results for "token spend"
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Episodes
Intelligent Report20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting- Intelligent Report
20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Brendan Foody· Jun 1, 2026
Macaw co-CEO Brandon Foody busts myths about the company's hack and revenue, reveals spending more on AI tokens than employee salaries, and predicts at least one frontier lab hits $10 trillion.
openaiinvesting - 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 - Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting