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20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

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20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Nov 13
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Nov 13
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified ...

Highlights

This episode explores the evolving dynamics of venture capital and artificial intelligence, examining how rapid technological advancement is reshaping investment strategies, company defensibility, and market valuations. From leadership shifts at top firms to bold investor moves and explosive growth in AI-driven startups, the conversation delves into the forces redefining the tech landscape.
04:25
More VCs and founders should step aside when the old playbook fails in the AI era
12:01
Shorting is riskier than buying puts, but effective shorts help keep markets honest.
19:55
Replit V3 is the first AI agent with an infinite context window that became a real member of the engineering team.
34:40
Competition from big companies indicates a startup is among potential winners.
44:57
One can learn from every meeting with great founders, but must filter for value.
53:50
Only AI-native startups with top quartile growth or elite incubator backing are likely to get funded.
1:02:09
LLM-based learning can be as effective as one-on-one human tutoring

Chapters

AI’s impact on revenue and defensibility
00:00
Sequoia's Leadership Transition
04:22
Michael Burry's Big Short on Nvidia and Palantir
09:46
Gamma Raises $100M at a $2BN Valuation
17:41
Does Defensibility Exist Today When Copying is Easy
32:34
Should All Funds Be Way More Diversified
40:31
How to Run a Fundraising Process & What Not To Do
47:12
Datadog Surges 20% and Duolingo Crashes: What Happened
57:57

Transcript

Jason Lemkin: tools are great. When the AI is part of your team, for real, not VC talk, the amount of revenue that is accessible is so high. Rory O'Driscoll: Sell shit to the people who are making AI, and if they grow, you'll sell more shit to. Jason Lem...