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20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO Why Customer Service, Defence and Robotics are Overinflated
AGENDA: 00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack 04:31 NVIDIA's $12BN Poolside Deal Exposes Frontier AI's Capital Wall 15:39 NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN 26:55 OpenAI C...






