20VC
Searchable summaries of 20VC episodes on venture capital, startups, and operator lessons.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI?
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI?
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell
Cohere's Chief AI Officer, Joelle Pineau: Why Scaling Laws Will Continue & Future of Synthetic Data
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook
Why VC Today is Worse than 2021
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M
ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price?
Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell
Scott Galloway on Billionaire Happiness, Money & Self-Worth | Why We Should Drink More & Not WFH
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging”
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR?
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens?
