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Jul 30, 2026

Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

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20VC

Jul 30, 2026

Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

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Jul 27, 2026

Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI

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Jul 25, 2026

Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs

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Jul 23, 2026

OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Stripe Buying Paypal

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Jul 20, 2026

Lin Qiao: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models

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20Growth

Jul 18, 2026

Fred Turner: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups

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Jul 16, 2026

Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

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Jul 13, 2026

Avishai Abrahami: What Wall St. Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding

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The Memo

Jul 11, 2026

Arvind Jain: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI

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Jul 9, 2026

Sam Altman Offers Trump 5% of OpenAI | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source

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20VC

Jul 6, 2026

Mike Mignano, USV: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing

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Jul 4, 2026

Clay Bavor, Sierra Co-Founder: Open Models vs Frontier Models: Who Actually Wins? The $100,000 Token Budget Every Engineer Will Need

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Jul 2, 2026

Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO

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Jun 29, 2026

KR Sridhar: Why Electricity, Not AI Models, Will Decide the Winners of the AI Race

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Jun 27, 2026

fomo CEO: How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong | Why 1-1s are BS and What Every Founder Gets Wrong About Equity

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20VC

Jun 25, 2026

Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno

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20VC

Jul 27, 2026

Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI

View Episode

20Product

Jul 25, 2026

Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs

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20VC

Jul 23, 2026

OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Stripe Buying Paypal

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20VC

Jul 20, 2026

Lin Qiao: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models

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20Growth

Jul 18, 2026

Fred Turner: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups

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20VC

Jul 16, 2026

Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

View Episode

20VC

Jul 13, 2026

Avishai Abrahami: What Wall St. Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding

View Episode

The Memo

Jul 11, 2026

Arvind Jain: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI

View Episode

20VC

Jul 9, 2026

Sam Altman Offers Trump 5% of OpenAI | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source

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20VC

Jul 6, 2026

Mike Mignano, USV: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing

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View Episode

20VC

Jul 27, 2026

Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI

View Episode

20Product

Jul 25, 2026

Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs

View Episode

20VC

Jul 23, 2026

OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Stripe Buying Paypal

View Episode

20VC

Jul 20, 2026

Lin Qiao: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models

View Episode

20Growth

Jul 18, 2026

Fred Turner: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups

View Episode

20VC

Jul 16, 2026

Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

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