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20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO Breakdown: Where Does it Price?

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Manage episode 496192686 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:

00:00 – Did Jason Just Kill Replit?

03:45 – Why Claude Lies To You and Cannot Be Trusted

06:50 – You Cannot Trust Agents. Period.

10:20 – Why Windsurf Was Dead Without Claude

12:30 – Cursor vs. Lovable: What’s the Better Bet?

14:40 – Should You Still Invest in Cursor at $28B?

18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B?

24:15 – Inside OpenAI’s Secret Weapon: The Calvin French-Owen Memo

27:50 – Perplexity Just Crushed ChatGPT and Claude

32:15 – Will Cursor Build Their Own Models Before Anthropic Cuts Them Off?

33:20 – Figma’s IPO at $16B: Outrageous or Fair Game?

41:55 – 90% of Seed Funds Are Cooked—Is Rob Go Right?

52:15 – How Often Do You Meet a Founder Who Can Return the Fund?

1:08:00 – Which Seed Fund Would You Back Today?

  continue reading

1348 episodes

Artwork
iconShare
 
Manage episode 496192686 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:

00:00 – Did Jason Just Kill Replit?

03:45 – Why Claude Lies To You and Cannot Be Trusted

06:50 – You Cannot Trust Agents. Period.

10:20 – Why Windsurf Was Dead Without Claude

12:30 – Cursor vs. Lovable: What’s the Better Bet?

14:40 – Should You Still Invest in Cursor at $28B?

18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B?

24:15 – Inside OpenAI’s Secret Weapon: The Calvin French-Owen Memo

27:50 – Perplexity Just Crushed ChatGPT and Claude

32:15 – Will Cursor Build Their Own Models Before Anthropic Cuts Them Off?

33:20 – Figma’s IPO at $16B: Outrageous or Fair Game?

41:55 – 90% of Seed Funds Are Cooked—Is Rob Go Right?

52:15 – How Often Do You Meet a Founder Who Can Return the Fund?

1:08:00 – Which Seed Fund Would You Back Today?

  continue reading

1348 episodes

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