The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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AGENDA:
— Anthropic freezes secondary sales, requiring board approval for all transfers.
— Why Anthropic is buying capacity from Elon Musk.
— Anthropic's massive $200B revenue commit to Google.
— Goldman Sachs predicts a 24x surge in token consumption driven by agents.
— Will AI labs eat the app layer? The threat to Legal and CX verticals.
— SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing.
— Growth theft: How Clay is commoditizing ZoomInfo's data business.
— Cerebras prices IPO at $150–$160 with a $48B market cap.
— Real Venture Capital: Celebrating the early bets by Foundation and Benchmark.
— Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker.
— Success and Sacrifice: Is mental health the price of building a $20B company?
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