20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture

20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth About Late-Stage Venture

Agenda:

00:00 – Why "Fund Returners" Are a Myth in Late-Stage VC

05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin

11:40 – The Dirty Truth About Late-Stage Venture Math

15:57 – The Hinge IPO: Who Won, Who Lost, and Why It's a Game Changer

23:03 – The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses

27:14 – Why YC Is Both Chanel and Walmart—and Has Officially Won

33:41 – Seed Is Easy. Series A Is Brutal. Here's Why

39:50 – The Silent Killer: How Dilution Is Screwing VCs Without Them Realizing

46:04 – OpenAI's $6B Jony Ive Deal: Genius or Delusion?

50:47 – Does OpenAI Win the Hardware War

1:02:09 – Duolingo, Klarna, and the Truth About AI Layoffs

1:13:10 – Only 20% of Unicorns Are Real. The Other 80%? Zombies

1:15:44 – Why 2021 Had an IPO Every Day — And Why That Won't Return Soon

1:18:00 – Quickfire: AGI Dates, Half-Trillionaires, and Trump Tax Moves

Episoder(1414)

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20VC: Anthropic CPO Mike Krieger: Where Will Value Be Created in a World of AI | Have Foundation Models Commoditized | When Do Model Providers Become Application Providers | What Anthropic Learned from Deepseek

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3 Mar 20251h 6min

20Growth: Inside Ramp's Growth Engine: How Ramp Became the Fastest Growing SaaS Company Ever | What Worked & What Did Not Work | How to Hire for Growth | How to Find Alpha in Channels Where No One Else Can with George Bonaci

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