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20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more
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Agenda:
04:00 – Anthropic Raises $13BN: The Analysis?
19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI?
27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:00 – Is Jensen Huang right there will be $4TRN in AI gains?
57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
Items Mentioned in Today's Episode:
Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc
1362 епізодів
20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 26, 2025 11:17 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 504304490 series 73567
Agenda:
04:00 – Anthropic Raises $13BN: The Analysis?
19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI?
27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:00 – Is Jensen Huang right there will be $4TRN in AI gains?
57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
Items Mentioned in Today's Episode:
Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc
1362 епізодів
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