20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund
Agenda:
00:00 – The Most Unfiltered Episode Ever Begins
03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not.
05:45 – TVPI Is Bullshit?
09:20 – Asset Gatherers vs Real Investors: Who Actually Wins?
12:15 – The Death of the Billion-Dollar VC Fund?
16:00 – Mid-Tier VC Funds Are Getting Annihilated
21:00 – Chime: Great Exit or Missed Opportunity?
27:00 – The War on Relevance: What Companies Truly Matter?
33:00 – If You’re Not a Billion-Dollar Company, Do You Even Count?
37:10 – Mary Meeker’s AI Report: What Everyone Missed
39:50 – $600B in AI CapEx—Where Is the Revenue?!
43:40 – What Could Trigger the First AI Crash?
51:10 – The Existential Dread Missing in Most B2B Startups
58:30 – Will AI Reduce Your Startup to Just a Pipe?
01:01:10 – IPO Market Is Back: What Actually Matters Now?
01:06:50 – YC Startups at $60M Valuations: How Should You Play It?
01:10:00 – Why 3% Ownership Could Still Work—Maybe
01:11:30 – Will Elon Still Be Tesla CEO by 2027? Place Your Bets
01:14:10 – Will Meta Release a Closed AI Model? And Does It Even Matter?
01:17:30 – The Real Challenge of Managing 11 Companies and 58 Kids
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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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