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20VC: Dario and Anthropic Declare War on Open-Source Coinbase Slash AI Spend by 50% Kalshi's $40BN Valuation and Impending IPO Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups
AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 Dario Escalates the AI War with China & Open-Source 22:00 Should th...
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20VC: Dario and Anthropic Declare War on Open-Source Coinbase Slash AI Spend by 50% Kalshi's $40BN Valuation and Impending IPO Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups is an episode from The Twenty Minute VC: Vent...
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This episode belongs to The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch.
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Published Jul 2, 2026, 01:17:10 long, audio available.






