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20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round

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Manage episode 521428832 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AGENDA:

04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA

07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo

15:27 NVIDIA's Customer Concentration: Bull or Bear

22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work?

36:12 Sierra Hits $100M ARR: Justify $10BN Price?

46:14 Implementation is the Biggest Barrier to Enterprise AI Growth

01:04:04 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?

01:14:27 Figma Market Cap: Is the IPO Market F****** for 2026

  continue reading

1389 episodes

Artwork
iconShare
 
Manage episode 521428832 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AGENDA:

04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA

07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo

15:27 NVIDIA's Customer Concentration: Bull or Bear

22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work?

36:12 Sierra Hits $100M ARR: Justify $10BN Price?

46:14 Implementation is the Biggest Barrier to Enterprise AI Growth

01:04:04 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?

01:14:27 Figma Market Cap: Is the IPO Market F****** for 2026

  continue reading

1389 episodes

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