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20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026: Anthropic, Stripe, Databricks and SpaceX

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20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026: Anthropic, Stripe, Databricks and SpaceX

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

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

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

4 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

AGENDA: 03:46 SpaceX's $800 Billion Valuation: A Deep Dive 09:18 IPO Market Predictions for 2026 18:18 Netflix's Bold Move: Acquiring Warner Brothers 27:43 Tiger's New Fund Strategy 33:02 Databricks' Head of AI $500 Million Seed Round 36:38 Harvey Ra...

Highlights

This podcast examines the evolving landscape of technology investments, focusing on how shifting market dynamics, AI innovation, and geopolitical factors are reshaping valuations and strategic decisions across the startup ecosystem.
08:32
The main risk in late-stage investing is valuation risk
16:14
Anthropic's IPO could reach a $500 billion valuation based on projected growth and market multiples.
21:00
Hollywood opposes the deal because of Netflix's potential monopsony power as the biggest content buyer.
32:09
A 20% GP commit keeps the team aligned and focused, especially in tough times.
35:24
Startups may have investors commit at different valuations in the same round to inflate perceived value
45:50
Apps could be disrupted by new AI models like GPT 6 or Anthropic 5
55:43
LLMs are more like commodities than unique technologies due to easy switching and lack of stickiness in B2B.
1:06:32
OpenAI has diversified too much in the past 12 months and needs to consolidate
1:07:02
US startups are using Chinese open-source AI models due to latent demand for cheap alternatives
1:22:53
Boards must identify strategic fatal errors to protect company value
1:23:50
Engineers can profit from confidential information in prediction markets

Chapters

Valuation differences in private and public markets
00:00
SpaceX's $800 Billion Valuation: A Deep Dive
03:46
IPO Market Predictions for 2026
09:18
Netflix's Bold Move: Acquiring Warner Brothers
18:18
Tiger's New Fund Strategy
27:43
Databricks' Head of AI $500 Million Seed Round
33:02
Harvey Raises $160M at an $8BN Valuation
36:38
Will LLMs Kill the App Layer
48:22
Google's AI Capabilities
1:02:02
Chinese Open Source Models in US Startups
1:06:58
Airwallex Raises $330M at an $8BN Valuation
1:08:57
Prediction Markets and Insider Trading
1:23:50

Transcript

Rory O'Driscoll: Every time that private market valuations came into contact with public market valuations, private market valuations were found wanting. And money is a great fruit serum. Don't tell me what you think. Tell me what you do. It is possible to...