20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing
In Today’s Show We Discuss:
04:49 Breaking Down the $3BN Windsurf Acquisition
06:18 Why Sam Altman is Playing a Master Game
12:40 Why Multi-Stage Funds are Destroying Seed Managers
21:52 Are Endowment Funds F******
27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund
43:38 The Denominator Effect and It’s Impact on Venture Allocations
49:36 Why Revenue Multiple is BS & What You Need to Know
51:34 The Rise of AI Rollup Plays & Are They Good Businesses
55:29 Competitive Markets: How to Make Money in Them?
01:02:58 Why If You Can Guarantee 5x, You Should Always Do the Deal
01:11:56 Is SF The Only Place to Be Building Today
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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