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20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

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20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

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

18 HOURS AGO

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

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

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

18 HOURS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

AGENDA: 00:00 Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal 13:52 OpenAI cuts off Cursor as the Altman–Musk feud escalates 17:40 OpenAI's 1,000-agent cyberattack triggers an industry wake-up call 22:58 Instinct hits $2.5B valuation as ...

Highlights

A rapid tour of the week’s biggest AI, software, markets, and surveillance stories, from NVIDIA’s infrastructure dominance to the rise of agent-first companies and the risks of autonomous systems.

10:06

NVIDIA’s 70% guidance defies normalization expectations

14:39

Coding became the battleground for LLMs

25:30

Personal AI assistants turn access into power—and risk

27:06

Reward hacking remains unsolved

42:54

Compound or be left behind

54:43

Outcome-based pricing is a major shift

1:10:13

Agents are buying software

1:12:31

When AI says it, some officers stop thinking

Chapters

Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal

00:00

OpenAI cuts off Cursor as the Altman–Musk feud escalates

13:57

OpenAI’s 1,000-agent cyberattack triggers an industry wake-up call

17:40

Instinct hits $2.5B valuation as AI assistants gain spending power

23:00

Cognition targets $1.6B ARR as the coding-agent market explodes

36:40

AI forces every startup to become a compound company—or get left behind

40:33

Salesforce embraces Claude and outcome-based pricing in major AI reset

52:43

Stripe–PayPal deal collapses as both sides clash over price

1:00:52

Clay hits $7B and Linear reaches $100M ARR as agents choose their tools

1:02:32

Texas pauses Flock cameras as police-surveillance backlash grows

1:11:53

Transcript

Speaker 3: this intense demand for compute is going to continue for at least another 12 months. Speaker 2: If NVIDIA is crushing it, everyone's going to crush it. Speaker 3: That sound you hear. Is the Google free cash flow and the Oracle free cash flow ...