20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?
Agenda:
00:00 Windsurf was dead—then this deal changed everything
05:00 The Windsurf x Google x Cognition saga explained
09:00 The OpenAI deal collapsed—what really happened
15:00 FTC rules forced a brutal deal structure—who lost?
17:00 The investors’ returns: who actually made money?
21:30 Will Google’s corp dev team get fired over this?
23:00 Cognition’s genius $220M acquisition of Windsurf: Most brilliant Deal of the Year
26:00 The biggest recruiting flex in Silicon Valley this year
35:00 “Roll your own SaaS” is complete nonsense
38:00 Lovable vs Cursor vs Replit: who wins the coding war?
41:00 Why Lovable could be the ChatGPT of builders
44:00 Will these vibe-coded apps become durable businesses?
48:00 The shocking churn rates hidden inside AI SaaS
55:00 Are these $2B valuations actually... cheap?
56:30 Grok just destroyed GPT-4 in benchmarks—WTF?!
01:01:00 Why Grok might overtake OpenAI in the next 12 months
01:11:00 Meta just invested $3.5B in Ray-Bans—WTF?
01:12:30 Should every S&P 500 company buy Bitcoin now?
01:15:00 Will Meta kill open source? What happens to Llama 5?
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.
Where can you listen?
