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20VC

Nov 2, 2026

Modal CEO: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL

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20VC

Nov 2, 2026

Modal CEO: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL

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The Memo

Oct 31, 2026

David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

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20VC

Oct 29, 2026

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

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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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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

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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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The Memo

Oct 31, 2026

David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

View Episode

20VC

Oct 29, 2026

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

View Episode

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

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

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Find articles...

View Episode

The Memo

Oct 31, 2026

David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

View Episode

20VC

Oct 29, 2026

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

View Episode

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

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 ALL

Find articles...

View Episode

The Memo

Oct 31, 2026

David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

View Episode

20VC

Oct 29, 2026

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

View Episode

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

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 ALL

Find articles...

View Episode

The Memo

Oct 31, 2026

David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

View Episode

20VC

Oct 29, 2026

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

View Episode

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

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

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The Memo

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EXPLORE

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20GROWTH

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The Memo

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