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20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public

Overview

Shownote

Highlights

Transcript

Chapters

Pins

20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public

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

Nov 20

20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public

20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public

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

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

Nov 20

Overview Shownote Highlights Transcript Chapters Pins

Shownote

AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe D...

Highlights

The podcast dives into the evolving dynamics of venture capital and AI-driven technology companies, exploring how market confidence, funding trends, and macroeconomic signals are reshaping the future of startups and investment strategies.

00:00

Entry price matters when TAM is unclear

07:06

Developers are willing to pay $400–500 per month for powerful coding tools.

30:24

The number of integrations is the top predictor of SaaS company retention.

35:55

Peter Thiel and SoftBank selling NVIDIA may not signal a market top; SoftBank is redirecting capital to OpenAI.

1:05:07

The U.S. venture capital market could reach half a trillion dollars by 2030.

1:18:07

A CEO negotiated full anti-dilution and was guaranteed 7% through the IPO, turning around a troubled company.

Chapters

Entry Price vs. Market Potential

00:00

Cursor Raises $2.3BN at $29BN Valuation

04:47

What Gemini 3 Means for Lovable, Cursor and Replit

11:36

Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting?

30:54

Oracle Credit Default Swaps: The Risk is Increasing

48:54

Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO

1:07:22

Why Retail WIll Cause a Surge of Capital into VC Funds

1:19:18

Transcript

Harry Stebbings: Entry price counts when TAM is unclear. Winning is the only thing that counts when TAM is huge. Rory O'Driscoll: If you're not seeing massive TAM expansion, there's just no point in even playing as VCs. Harry Stebbings: The late stage bu...