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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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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

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

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

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

3 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

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 $...

Highlights

The podcast dives into the rapidly evolving dynamics of AI innovation, corporate strategy, and market valuation, spotlighting how technological ambition intersects with financial reality. From powerhouse alliances to the credibility of emerging AI services, the discussion captures the tension between hype and sustainable growth in one of tech’s most transformative eras.
06:33
If a chip provider has to invest in a model provider, this deal seems a good bet.
09:26
Spending $36 billion on NVIDIA products yields over $20 billion in profit due to 75%+ gross margins
20:36
NVIDIA's business remains safe as long as hyperscalers keep investing in compute.
35:48
Enterprise AI claims are finally approaching reality after early overpromising.
38:36
The rate of technology diffusion into the enterprise will limit growth more than product or talent.
59:18
If Wix can achieve 250 million in ARR next year, it's a great investment.
1:06:09
LLM Search Optimisation (GEO) is a scam.

Chapters

Tech valuations and AI in customer service
00:00
Anthropic's $30BN Investment from Microsoft and NVIDIA
04:06
Google vs. OpenAI: Sam Altman's "War Mode" Memo
07:01
NVIDIA's Customer Concentration: Bull or Bear
15:27
Is "War Mode" BS: Does Hyper-Aggressive Ever Work?
22:12
Sierra Hits $100M ARR: Justify $10BN Price?
36:12
Implementation is the Biggest Barrier to Enterprise AI Growth
46:14
Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?
1:04:04
Figma Market Cap: Is the IPO Market F****** for 2026
1:14:27

Transcript

Jason Lemkin: The PE on NVIDIA, to give that soundbite that I love, it's lower than the PE on Costco. Harry Stebbings: I don't care about your talk, I don't want to hear about your pilot. I want to smell that. Your team is in hyper-aggressive mode. If it ...