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

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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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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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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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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 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 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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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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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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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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View Episode

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

View Episode

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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 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

View Episode

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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

View Episode

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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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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

View Episode

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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

View Episode

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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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EXPLORE

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FOLLOW US

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LinkedIn

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© 2024 20VC. All rights reserved.

Privacy Policy

EXPLORE

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The Memo

FOLLOW US

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© 2024 20VC. All rights reserved.

Privacy Policy