20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire
Agenda:
[00:00] The AI Talent Crisis No One’s Ready For
[03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta
[12:00] Meta’s AI Talent Magnet: Will It Actually Work?
[15:00] Cursor Is Breaking the Market: Can Anyone Compete?
[18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue
[22:00] CoreWeave’s Power Play: Buying Their Landlords
[26:00] Is Circle Next to Go Shopping with Meme Equity?
[28:00] PE Is Back: The Olo Take-Private Explained
[35:00] Why Triple, Triple, Double, Double Is No Longer Sexy
[41:00] QSBS Hack: The Billionaire’s Tax Loophole You’re Missing
[48:00] Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers
[50:00] “If You Need a Week to Learn AI, You Should Be Fired”
[53:00] Will Sequoia’s Sean Maguire Be Pushed Out? Place Your Bets
[57:00] Will There Be a Recession in 2025? Jason Bets $75K It’s a No
[1:00:00] Is Linda Yaccarino Still CEO of X by Year-End?
[1:03:00] Circle and CoreWeave’s Meme Rally: Real or Mirage?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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.
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