Podcast Episodes
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20VC: From $8BN to $19BN: Inside WashU's Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson
Scott Wilson is the CIO of WashU, one of the best-performing endowment funds in the world. Under his leadership, Scott has grown the endowment from $…
1 day, 12 hours ago
20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation
AGENDA:
04:00 OpenAI Cuts Valuation to $1.25 Trillion as Fundraise Shrinks
08:00 Google Loses $500 Billion as AI Stocks Sell Off
10:00 Anthropic's G…
3 days, 12 hours ago
20VC: 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 with Erik Bernhardsson, Modal CEO
Erik Bernhardsson is the Co-Founder and CEO of Modal, the AI infrastructure platform for training models, running inference and powering AI agents. M…
6 days, 12 hours ago
20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?
David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a f…
1 week, 1 day ago
20VC: 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
AGENDA:
04:00 Anthropic Files S-1 Ahead of $2TRN IPO
14:50 Microsoft Offers Buyouts to 60,000 Employees
20:45 Zuckerberg Taps Equity Markets for $95…
1 week, 3 days ago
20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More
Satya Nadella is the CEO of Microsoft and one of the greatest CEOs of our time. Satya has been at the company for an astonishing 34 years. When he jo…
1 week, 6 days ago
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
AGENDA:
05:00 Will we run out of energy?
19:00 Will specialised chips threaten NVIDIA's dominance?
26:00 Can we trust AI agents more than humans?
31:…
2 weeks, 1 day ago
20VC: Trillion 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
AGENDA:
04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups
13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom…
2 weeks, 3 days ago
20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer
Sameer Dholakia is a Partner @ Bessemer, the first that has just raised $5.75BN across a $1.75BN seed fund and $4BN growth fund. Sameer has led inves…
2 weeks, 6 days ago
20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain
Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents.
Backed by Sequoia Capital, Benchmark …
3 weeks, 1 day ago