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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

1 tim 26 min•30 april 2026
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Om avsnittet

AGENDA:

00:00 $45B Floods into Anthropic from Google & Amazon

05:10 OpenAI Misses Growth Targets — Is This a Real Problem?

08:40 The Rise of AI Agents: Why Humans No Longer Pick Models

12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model

20:30 China Blocks $2B Manus Deal — AI Cold War Escalates

34:10 Why Google May Be the Biggest Winner in AI Infrastructure

41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva

46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out

52:10 The Collapse of Private Equity Exit Routes in VC

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