20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch6 Nov 2025

20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?

AGENDA:

04:27 Navan's IPO: Winners, Losers and 20% Crater

12:55 Harvey Raises $150M at an $8BN Valuation

35:36 Was Sam Altman Wrong to Snap at Brad Gerstner

41:25 Why GOOG is a Buy and Amazon is a Short

47:43 Meta Down 10%, Buy or Sell?

51:12 If You Have Not Accelerated with AI, You Are Dead

01:05:20 Why Now is the Best Time for Series A and Worst for Seed

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