20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?

20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?

Agenda:

00:00 Windsurf was dead—then this deal changed everything

05:00 The Windsurf x Google x Cognition saga explained

09:00 The OpenAI deal collapsed—what really happened

15:00 FTC rules forced a brutal deal structure—who lost?

17:00 The investors' returns: who actually made money?

21:30 Will Google's corp dev team get fired over this?

23:00 Cognition's genius $220M acquisition of Windsurf: Most brilliant Deal of the Year

26:00 The biggest recruiting flex in Silicon Valley this year

35:00 "Roll your own SaaS" is complete nonsense

38:00 Lovable vs Cursor vs Replit: who wins the coding war?

41:00 Why Lovable could be the ChatGPT of builders

44:00 Will these vibe-coded apps become durable businesses?

48:00 The shocking churn rates hidden inside AI SaaS

55:00 Are these $2B valuations actually... cheap?

56:30 Grok just destroyed GPT-4 in benchmarks—WTF?!

01:01:00 Why Grok might overtake OpenAI in the next 12 months

01:11:00 Meta just invested $3.5B in Ray-Bans—WTF?

01:12:30 Should every S&P 500 company buy Bitcoin now?

01:15:00 Will Meta kill open source? What happens to Llama 5?

Episoder(1414)

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Bob Pittman is Chairman and CEO of iHeartMedia, Inc., the number one audio company in America. Prior to iHeart, Bob has just had the most amazing career as a co-founder and programmer who led the team...

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20 Product: Marty Cagan on The Four Questions of Great Product Management, Product Lessons from Marc Andreessen, Ben Horowitz and eBay's Pierre Omidyar & The Difference Between Truly Great Product Teams and the Rest

Marty Cagan is one of the OGs of Product and Product Management as the Founder of Silicon Valley Product Group. Before founding SVPG, Marty served as an executive responsible for defining and building...

7 Des 202257min

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20VC: a16z's Martin Casado on How the Venture Model is Broken, Why VCs Should Be Running Wall St, Who Wins and Who Loses in the Next Generation of Venture & Investing Lessons from Marc Andreesen, Ben Horowitz and Chris Dixon

Martin Casado is a General Partner @ a16z where he focuses on enterprise investing. At a16z, Martin has led investments and serves on the board of dbt Labs, Fivetran, Material Security, Ambient AI and...

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20VC: Plaid and Column Co-Founder, William Hockey on Why the Brands that Win in Fintech Will Not Be Financial Services Brands, What US Banking Can Learn from China & Why Companies Can Be Built Slower than People Think?

20VC: Plaid and Column Co-Founder, William Hockey on Why the Brands that Win in Fintech Will Not Be Financial Services Brands, What US Banking Can Learn from China & Why Companies Can Be Built Slower than People Think?

Will Hockey is the Co-Founder and Co-CEO @ Column, the only nationally chartered bank built to enable developers and builders to create new financial products. Before co-founding Column, Will was the ...

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20VC: Jason Lemkin on Why Founders Do Not Care About Their VCs Anymore, Why Zoom Made Us All Worse Investors, Why 80-90% IRR Should Have Been Warning Signs and the Algolia Journey From Seed to $2.25BN Valuation

20VC: Jason Lemkin on Why Founders Do Not Care About Their VCs Anymore, Why Zoom Made Us All Worse Investors, Why 80-90% IRR Should Have Been Warning Signs and the Algolia Journey From Seed to $2.25BN Valuation

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