20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents

20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents

AGENDA:

00:00 – $400B in AI CapEx: Rational Investment or Madness?

05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal.

08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva?

16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off?

21:30 – How Index Is Returning $3.5B on 2 Deals

24:00 – Melio's $2.5B Exit: Insane Growth… So Why Did They Sell?!

35:00 – Massive Penthouses and the Death of Focus: AI Founders Beware

39:00 – Chime, Anthropic, Menlo & The Art of Selling LPs the Future

41:00 – Couchbase Acquired: PE Buyers Are Back… Or Are They?

44:00 – Why No One's Buying These 9-Figure SaaS Zombies

48:00 – If You Didn't Grow from AI By June 30, You're Already Dead

53:00 – Superhuman vs The AI-Natives: Who Wins the Replatforming War?

54:30 – Oracle's $30B AI Deal: Larry Did It Before You Even Started

56:00 – Scale Is Dead. Long Live Surge. The AI Data War Gets Bloody.

01:01:00 – Asana CEO Move & the Great Founder Exodus of 2025

01:06:00 – Will Cluely's Founder Be a Billionaire by 2029? Place Your Bets

Jaksot(1428)

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29 Tammi 1h 15min

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20VC: From Only OpenAI to Die-Hard Anthropic: The Downfall of OpenAI in Enterprise | Harvey vs Legora: Legal AI is a Winner Take All | $7M ARR in a Single Day and Raising $200M Across 3 Rounds with No Deck with Max Junestrand, CEO @ Legora

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AGENDA: 00:03:00 – Harry's Wild Start: Making £1.75M at 19 in 36 Hours 00:06:00 – How Harry Got Marc Benioff on 20VC with Cold Emailing Alone 00:07:30 – Raising $70M on WhatsApp – Relationship Buildin...

24 Tammi 42min

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AGENDA: 03:30 Can VC Survive With Public Market Prices Today 15:20 The Implosion of Thinking Machines 21:13 Elon Musk vs. OpenAI: The Legal Battle 40:50 Can OpenAI Win Ads? 55:50 ClickHouse's $15BN De...

22 Tammi 1h 18min

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16 Tammi 45min

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AGENDA: 05:02 Anthropic's $10 Billion Fundraise 07:54 Has Claude Code Beaten Cursor Already 15:54 OpenAI Could Still Go to Zero 26:33 Andreessen Horowitz's $15 Billion Fundraise 45:16 The Middle is De...

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