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

1 tim 17 min•2 juli 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 the US Ban Chinese AI Models?

33:15 Microsoft's AI Strategy Is Breaking Down

38:00 Kalshi's $40B Valuation Signals a New Consumer Gold Rush

41:15 Has SpaceX Frozen the AI IPO Market?

43:20 Why Bending Spoons May Be the Smartest IPO of the Year

46:00 The $100B Opportunity to Buy Broken SaaS Companies

53:30 Which Software Companies Would Jason Buy Tomorrow?

1:04:30 The Great AI Talent War Is About to Get Worse

1:11:20 Every Company Is Becoming an AI Company—or Dying

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

Visa alla avsnitt av The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
•1 tim 9 min
20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar
•1 tim 1 min
20VC: How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong | Why 1-1s are BS and What Every Founder Gets Wrong About Equity | Why Taste Beats AI But How AI Kills Org Charts with Paul Erlanger, CEO @ fomo
•57 min
20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
•1 tim 24 min
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence
•1 tim 14 min
20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport
•1 tim 19 min
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
•1 tim 25 min
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
•1 tim 21 min
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
•1 tim 21 min
20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral
•1 tim 13 min

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch med Harry Stebbings finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.