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20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M | Softbank Borrows $5BN Against ARM Holding to Invest More Into OpenAI
AGENDA:
03:44 Rory Is So Old He Worked with Arthur Rock!!!
07:28 Goldman Sachs Acquires Industry Ventures for $665M
16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta
29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI
39:35 More Data Centres Than Offices: Are We In a Bubble
43:28 Where is the Alpha in Venture in 2025
51:48 What 90% of Managers Get Wrong About Portfolio Management
Published on 2 weeks, 4 days ago