The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round
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's $30BN Investment from Microsoft and NVIDIA
Google vs. OpenAI: Sam Altman's "War Mode" Memo
NVIDIA's Customer Concentration: Bull or Bear
Is "War Mode" BS: Does Hyper-Aggressive Ever Work?
Sierra Hits $100M ARR: Justify $10BN Price?
Implementation is the Biggest Barrier to Enterprise AI Growth
Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?
Figma Market Cap: Is the IPO Market F****** for 2026
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