The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?
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 Monster Month: 6 Billion in February Revenue
— The "Claude Mythos" Leak: 10 Trillion Parameters
— OpenAI Kills "Sora": A Massive Strategic Own Goal?
— OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work
— Masa Son's $40BN Bridge Loan: Investing More Into OpenAI
— Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?
— The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security
— Gross vs. Net: The Truth Behind AI Revenue Accounting
— The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR
— Oura Going Public & Whoop Raises $500M at $10BN Valuation
— Epic Games Layoffs: The Reality of the Attention Economy
— The Manus Scandal: Founders Trapped in China After Meta Deal
— The Billionaire Tax: Why the Golden Geese are Leaving California
— Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat
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