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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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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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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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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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Jun 22, 2026

Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat

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The Memo

Jun 13, 2026

CEO Flexport: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask

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20VC

Jun 18, 2026

SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models

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20VC

Jun 15, 2026

Aravind Srinivas: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI

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20Growth

Jun 13, 2026

Matan Grinberg: OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning

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20VC

Jun 11, 2026

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral

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20VC

Jun 8, 2026

Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic

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20Product

Jun 6, 2026

Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen

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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

View Episode

20Sales

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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20VC

Jul 2, 2026

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

View Episode

20VC

Jun 29, 2026

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

View Episode

20Product

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

View Episode

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

Jun 22, 2026

Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat

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The Memo

Jun 13, 2026

CEO Flexport: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask

View Episode

20VC

Jun 18, 2026

SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models

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EXPLORE

20vc

20GROWTH

20Sales

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The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy

EXPLORE

20vc

20GROWTH

20Sales

20Product

The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy