20VC: a16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins and Who Loses | Why IRR is a BS Metric and Three Ways to Win in VC Today

AGENDA:

05:17 OpenAI's Restructuring: Winners and Losers

17:17 Andreessen Horowitz's Raise $10BN in New Funds

26:38 Mercor Raises $350M at a $10BN Valuation

43:08 Spray and Pray: Does it Work: Data Breakdown

47:04 The Role of Option Checks Venture Capital

48:36 The Three Ways to Win in VC Today

54:26 Why IRR is a BS Metric and What Matters More

01:08:47 Amazon's Struggles: How Do They Return to Greatness in AI