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20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?
Published 4 months, 2 weeks ago
Description
AGENDA:
04:27 Navan's IPO: Winners, Losers and 20% Crater
12:55 Harvey Raises $150M at an $8BN Valuation
35:36 Was Sam Altman Wrong to Snap at Brad Gerstner
41:25 Why GOOG is a Buy and Amazon is a Short
47:43 Meta Down 10%, Buy or Sell?
51:12 If You Have Not Accelerated with AI, You Are Dead
01:05:20 Why Now is the Best Time for Series A and Worst for Seed