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20VC

Nov 2, 2026

Modal CEO: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL

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Oct 29, 2026

Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

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Oct 26, 2026

Satya Nadella on Open vs Closed Models | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation

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20VC

Oct 22, 2026

rillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B

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20VC

Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

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20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

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20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

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20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

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20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

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20VC

Oct 1, 2026

Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

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20VC

Sep 28, 2026

The Untold Story of Higgsfield | $1B ARR in 18 Months | Why Moats in AI are BS | CEO, Alex Mashrabov

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20VC

Sep 24, 2026

Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex

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20VC

Sep 21, 2026

Daniel Dines: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost

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20VC

Sep 17, 2026

Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

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20VC

Sep 14, 2026

Dave Morehead: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline

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20VC

Nov 2, 2026

Modal CEO: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL

View Episode

20VC

Oct 29, 2026

Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

View Episode

20VC

Oct 26, 2026

Satya Nadella on Open vs Closed Models | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation

View Episode

20VC

Oct 22, 2026

rillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B

View Episode

20VC

Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

View Episode

20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

View Episode

20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

View Episode

20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

View Episode

20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

View Episode

20VC

Oct 1, 2026

Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

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View Episode

20VC

Nov 2, 2026

Modal CEO: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL

View Episode

20VC

Oct 29, 2026

Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

View Episode

20VC

Oct 26, 2026

Satya Nadella on Open vs Closed Models | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation

View Episode

20VC

Oct 22, 2026

rillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B

View Episode

20VC

Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

View Episode

20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

View Episode

20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

View Episode

20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

View Episode

20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

View Episode

20VC

Oct 1, 2026

Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

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EXPLORE

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© 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

EXPLORE

20vc

20GROWTH

20Sales

20Product

The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy