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20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek
Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies includi…
2 months, 1 week ago
20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega
Jerry Murdock is the Co-Founder of Insight Partners, which manages over $90 billion in assets. Jerry personally backed companies including Twitter, N…
2 months, 1 week ago
20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds
AGENDA:
04:20 Elon's Deal of the Decade: SpaceX Buys Cursor for $60BN
06:10 Why Cursor Was Surprisingly Cheap at $60BN
07:00 Why Zuckerberg Failed to…
2 months, 1 week ago
20VC: Uber President on Budgeting AI at Uber: How AI Helps and Hurts Uber | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food | The Untold Stories of Travis Kalanick, Dara Khosrowshahi and China with Andrew MacDonald
Andrew MacDonald (Mac) is the longest-serving employee at Uber. Today, he is the President and COO. No one on the planet has spent more time masterin…
2 months, 2 weeks ago
20Growth: How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman | Why You Should Do Paid Ads Today and How To Do Them | How to Build the Best Referral Programs and How to Crush UGC with Matt Swulinski
Matt Swulinski is one of the best growth leaders in AI. He is currently Head of Growth at Viktor, the Accel-backed AI coworker. Previously, he was He…
2 months, 2 weeks ago
20VC: Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab
AGENDA:
05:00 Canva's Growth Gets Slashed as AI Costs Explode 20:00 The Great Software Reset: Why 2026 Will Punish AI Hesitancy 29:00 Canva's Valuat…2 months, 2 weeks ago
20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah
Alex Atallah is the Founder and CEO @ OpenRouter, the unified interface for LLMs. The company has raised over $153M in funding, with the latest valua…
2 months, 3 weeks ago
20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough
David Frankel is one of the great seed investors of our time. As the Co-Founder of Founder Collective he has backed the likes of Uber, Coupang, Suno,…
2 months, 3 weeks ago
20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.
AGENDA:
04:50 Airtable Sold to Bending Spoons for $1.285B
17:00 Leo Aschenbrenner's Situatio…
2 months, 3 weeks ago
20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena
Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI mod…
2 months, 4 weeks ago