The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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AGENDA:
Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal OpenAI cuts off Cursor as the Altman–Musk feud escalates OpenAI's 1,000-agent cyberattack triggers an industry wake-up call Instinct hits $2.5B valuation as AI assistants gain spending power Cognition targets $1.6B ARR as the coding-agent market explodes AI forces every startup to become a compound company—or get left behind Salesforce embraces Claude and outcome-based pricing in major AI reset Stripe–PayPal deal collapses as both sides clash over price Clay hits $7B and Linear reaches $100M ARR as agents choose their tools Texas pauses Flock cameras as police-surveillance backlash grows
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