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Sep 7, 2026

The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble

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Sep 7, 2026

The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble

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Sep 5, 2026

How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change

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Sep 3, 2026

NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants

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Aug 31, 2026

ClickHouse CEO, Aaron Katz: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern

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Aug 29, 2026

Eno Reyes: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months?

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Aug 27, 2026

NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO

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Aug 24, 2026

Julien Bek: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders

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Aug 22, 2026

Jerry Murdock on The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives

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Aug 20, 2026

SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

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Aug 17, 2026

Uber President on The Untold Uber Stories: Travis, China and Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food

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Aug 15, 2026

Matt Swulinski: How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman | Why You Should Do Paid Ads Today and How To Do Them

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Aug 13, 2026

Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab

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Aug 10, 2026

Alex Atallah: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China

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Aug 8, 2026

David Frankel: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed

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Aug 6, 2026

Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security

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Aug 3, 2026

Arena CEO: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market

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Sep 5, 2026

How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change

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20VC

Sep 3, 2026

NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants

View Episode

20VC

Aug 31, 2026

ClickHouse CEO, Aaron Katz: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern

View Episode

The Memo

Aug 29, 2026

Eno Reyes: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months?

View Episode

20VC

Aug 27, 2026

NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO

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20VC

Aug 24, 2026

Julien Bek: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders

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20Product

Aug 22, 2026

Jerry Murdock on The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives

View Episode

20VC

Aug 20, 2026

SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

View Episode

20VC

Aug 17, 2026

Uber President on The Untold Uber Stories: Travis, China and Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food

View Episode

20Growth

Aug 15, 2026

Matt Swulinski: How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman | Why You Should Do Paid Ads Today and How To Do Them

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View Episode

20Sales

Sep 5, 2026

How to Build Your Own Data Center & Why Every Startup Should Do It | How ElevenLabs Leapfrogged Us: What I Learned | The AI Talent War: How Your Hiring Process Needs to Change

View Episode

20VC

Sep 3, 2026

NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants

View Episode

20VC

Aug 31, 2026

ClickHouse CEO, Aaron Katz: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern

View Episode

The Memo

Aug 29, 2026

Eno Reyes: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months?

View Episode

20VC

Aug 27, 2026

NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO

View Episode

20VC

Aug 24, 2026

Julien Bek: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders

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The Memo

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