The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring
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Show notes
AGENDA:
04:13 Anthropic vs The Pentagon: Who Wins
13:54 Was Sam Altman Wrong to Take the Deal
24:28 OpenAI's $110BN Mega Round: The Breakdown
28:22 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk
34:38 Why We Got the SaaS Apocalypse Wrong?
43:24 Why Salesforce Could be the Best Buy in Public Markets
47:46 Block Lays Off 40% of Team: AI or Overhiring
01:00:16 Cursor Hits $2BN in ARR… so not Dead?
01:18:15 How to Pick Winners in AI?