20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US

AGENDA:

00:00 Why I am 100% Equities and 0% Cash

04:35 Nvidia's Massive $100BN Investment in OpenAI

08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment

27:30 Is Triple, Triple, Double, Double Dead

44:00 Navan Files to Go Public at $8BN

49:31 Lockup Periods and Liquidity

50:35 Impact of H-1B Visa Changes on Startups

01:02:42: Notion Hits $500M ARR Re-Accelerating

01:09:42 Why Founder Friendly is Total BS Today