20VC: Anthropic Surpasses OpenAI Revenue OpenAI Acquisition of TBPN: Analysed OpenAI Management Team Reboot YC Kicks Delve Out Mercor Hack and Why Now is the Time for Cyber Supabase Raising at $10BN & Doug Leone Returns to Sequoia

AGENDA: 03:59 — Anthropic Surpasses OpenAI in Revenue 12:43 — OpenAI Management Reboot 18:24 — OpenAI Buys TBPN 29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation 37:21 — Doug Leone Returns to Sequoia Capital 41:14 — YC Kicks Out Delve 45:21 — The Rise of Open Router 57:59 — Supabase Targeting $10B Valuation 01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward 01:17:25 — The $1.8B Two-Person Company

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20VC: Anthropic Surpasses OpenAI Revenue OpenAI Acquisition of TBPN: Analysed OpenAI Management Team Reboot YC Kicks Delve Out Mercor Hack and Why Now is the Time for Cyber Supabase Raising at $10BN & Doug Leone Returns to Sequoia is an episode from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC.

This episode is 01:27:16 long.

This episode was published on Apr 9, 2026.

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