20VC: Anthropic Raises $45BN but Falls Short on Compute OpenAI Crushes with GPT5.5 and Codex: Back in the Game? China Blocks Manus $2BN Deal to Meta Thoma Bravo Hand Back Medallia Keys to Creditors Why Google is a Bigger Buy Than Ever Before

AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The First Crack in the AI Business Model 20:30 China Blocks $2B Manus Deal — AI Cold War Escalates 34:10 Why Google May Be the Biggest Winner in AI Infrastructure 41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva 46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out 52:10 The Collapse of Private Equity Exit Routes in VC

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20VC: Anthropic Raises $45BN but Falls Short on Compute OpenAI Crushes with GPT5.5 and Codex: Back in the Game? China Blocks Manus $2BN Deal to Meta Thoma Bravo Hand Back Medallia Keys to Creditors Why Google is a Bigger Buy Than Ever Before is an episode from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC.

This episode is 01:25:50 long.

This episode was published on Apr 30, 2026.

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