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20VC
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree
Rory O'Driscoll and Jason Lemkin, with Harry Stebbings, dissect Anthropic's S-1 filing ahead of a reported $2 trillion IPO, which they call strong on margins, customer concentration, compute…
20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More
Satya Nadella, speaking on 20VC, argues that the AI stack will not collapse into one vertically integrated player; instead competition is intensifying at silicon, systems, model and app layers, with…
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
Naveen Rao, a founder and investor, joins Harry Stebbings on 20VC to argue that AI's value will accrue mainly to the physical hardware layer that converts energy into intelligence, not to pure…
20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B
Jason Lemkin and Rory O'Driscoll, joined by Harry Stebbings, dissect AI infrastructure and private valuations.