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Oct 26, 2026

Satya Nadella on Open vs Closed Models | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation

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20VC

Oct 26, 2026

Satya Nadella on Open vs Closed Models | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation

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20Product

Oct 24, 2026

Naveen Rao on Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees

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20VC

Oct 22, 2026

rillion 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

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Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

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The Memo

Oct 17, 2026

Harrison Chase: Horizontal vs Vertical Agents | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market

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20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

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20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

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20Sales

Oct 10, 2026

Max Freeman: Inside Ramp's Sales Playbook: How to Build a Sales Machine

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20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

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20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

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20Growth

Oct 3, 2026

Chase Lochmiller: The Future of Datacentres | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist

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20VC

Oct 1, 2026

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

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20VC

Sep 28, 2026

The Untold Story of Higgsfield | $1B ARR in 18 Months | Why Moats in AI are BS | CEO, Alex Mashrabov

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20Product

Sep 26, 2026

Parallel CEO: Five Predictions for a World of Agents | The Ads Business Model Will Die | Lessons from Working with Elon Musk at Twitter

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20VC

Sep 24, 2026

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

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20VC

Sep 21, 2026

Daniel Dines: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost

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20Product

Oct 24, 2026

Naveen Rao on Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees

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20VC

Oct 22, 2026

rillion 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

View Episode

20VC

Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

View Episode

The Memo

Oct 17, 2026

Harrison Chase: Horizontal vs Vertical Agents | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market

View Episode

20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

View Episode

20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

View Episode

20Sales

Oct 10, 2026

Max Freeman: Inside Ramp's Sales Playbook: How to Build a Sales Machine

View Episode

20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

View Episode

20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

View Episode

20Growth

Oct 3, 2026

Chase Lochmiller: The Future of Datacentres | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist

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Find articles...

View Episode

20Product

Oct 24, 2026

Naveen Rao on Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees

View Episode

20VC

Oct 22, 2026

rillion 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

View Episode

20VC

Oct 19, 2026

Sameer Dholakia: You Need $1BN To Do Seed Today | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI

View Episode

The Memo

Oct 17, 2026

Harrison Chase: Horizontal vs Vertical Agents | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market

View Episode

20VC

Oct 15, 2026

The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

View Episode

20VC

Oct 12, 2026

Mike Cannon-Brookes: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models

View Episode

20Sales

Oct 10, 2026

Max Freeman: Inside Ramp's Sales Playbook: How to Build a Sales Machine

View Episode

20VC

Oct 8, 2026

Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

View Episode

20VC

Oct 5, 2026

Venky Ganesan: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real

View Episode

20Growth

Oct 3, 2026

Chase Lochmiller: The Future of Datacentres | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist

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EXPLORE

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The Memo

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© 2024 20VC. All rights reserved.

Privacy Policy

EXPLORE

20vc

20GROWTH

20Sales

20Product

The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy

EXPLORE

20vc

20GROWTH

20Sales

20Product

The Memo

FOLLOW US

X

LinkedIn

Tiktok

Instagram

© 2024 20VC. All rights reserved.

Privacy Policy