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Podcasts›The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch›20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival Menlo Sounds the AI Bubble Alarm Factory Triples Its Valuation to $5 Billion Keith Rabois vs Airwallex: Who is Right? Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

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20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival Menlo Sounds the AI Bubble Alarm Factory Triples Its Valuation to $5 Billion Keith Rabois vs Airwallex: Who is Right? Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC

Sep 24, 202601:20:34Business

AGENDA: 04:35 Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom? 10:30 OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028? 12:55 Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival? 17:05 Amazon Blocks AI...

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Continue listening to more episodes from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch.

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Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Hig...

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Oct 3, 2026 - 01:01:15

Chase Lochmiller is the Co-founder and CEO of Crusoe. Crusoe builds and powers the data centres that comp...

20VC: Instinct Raises $1B at $10B Valuation AMD Buys Fei-Fei Li's World Labs for $8.2B Meta Poaches MongoDB's CEO Bessemer Raises $5.75B Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

Oct 1, 2026 - 01:18:41

AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and...

20VC: $1BN ARR in 18 Months; The Untold Story of Higgsfield Spending $4M Per Month on Models Why Moats in AI are BS Scaling a Content Team to 150 People with Alex Mashrabov

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Alex Mashrabov is the Founder and CEO of Higgsfield, the third fastest scaling company to $1BN in ARR beh...

20VC: Five Predictions for a World of Agents The Ads Business Model Will Die Biggest Lessons from Working with Elon Musk at Twitter with Parag Agrawal, Parallel

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Parag Agrawal is the Co-Founder and CEO of Parallel, building web search infrastructure for AI agents. Pa...

20VC: Why AI Cannot Replace Humans in Enterprise Why Work Processes Not Models Will Be The Most Valuable Asset in AI Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath

Sep 21, 2026 - 01:11:11

Daniel Dines is one of the greatest European founders of the last decade. As the Co-Founder of UiPath, he...

20VC: "Anti-Data Centres is a Chinese Psyop" How Many Planned Data Centers Will Actually Get Built? Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron

Sep 19, 2026 - 01:11:42

Thomas Sohmers is the co-founder and chairman of Positron AI, building chips to make running AI dramatica...

20VC: Why "Pacing the Frontier" is BS Instinct Raising $1BN at $10BN & Meta Launches Muse Miro Sells for $1.35BN After a $17.5BN Valuation Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

Sep 17, 2026 - 01:15:34

AGENDA: 03:40 Dario Calls to "Pace the Frontier" 11:30 Why the Fed Will Raid Anthropic if Needed 21:50 Me...