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?

Avsnitt(1412)

20VC: Why the IPO Market is not Closed | Why Revenue Multiples are BS and Founders Need to Change | Advice From Jack Ma, Jamie Dimon and Evan Spiegel | Lessons from Taking Snap & Alibaba Public with Imran Khan

20VC: Why the IPO Market is not Closed | Why Revenue Multiples are BS and Founders Need to Change | Advice From Jack Ma, Jamie Dimon and Evan Spiegel | Lessons from Taking Snap & Alibaba Public with Imran Khan

Imran Khan is the OG of IPOs having taken some of the biggest companies public including Alibaba, Snap, Box, Weibo and more. Today, Imran is the founder and Chief Investment Officer of Proem Asset Man...

26 Aug 20241h 4min

20Sales: How Snowflake Built a Sales Machine | Why You Have to Hire a CRO Pre-Product | Why Most Sales Reps Do Not Perform | Why Hiring Panels are BS in Interviews | Why Remote Sales Reps Do Not Care About Their Development with Chad Peets

20Sales: How Snowflake Built a Sales Machine | Why You Have to Hire a CRO Pre-Product | Why Most Sales Reps Do Not Perform | Why Hiring Panels are BS in Interviews | Why Remote Sales Reps Do Not Care About Their Development with Chad Peets

Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs...

23 Aug 20241h 3min

20VC: Five Lessons Scaling Toast to $14BN Market Cap | The Biggest Mistakes Founders Make in Fundraising, Hiring and Selling with Aman Narang, CEO @ Toast

20VC: Five Lessons Scaling Toast to $14BN Market Cap | The Biggest Mistakes Founders Make in Fundraising, Hiring and Selling with Aman Narang, CEO @ Toast

Aman Narang is the Co-Founder and CEO of Toast, one of the best-in-class vertical SaaS companies of our time with a market cap today of $13.5BN. Five astonishing stats that show the quality of the Toa...

21 Aug 20241h 3min

20VC: Chips, Models or Applications; Where is the Value in AI | Is Compute the Answer to All Model Performance Questions | Why Open AI Shelved AGI & Is There Any Value in Models with OpenAI Price Dumping with Aidan, Gomez, Co-Founder @ Cohere

20VC: Chips, Models or Applications; Where is the Value in AI | Is Compute the Answer to All Model Performance Questions | Why Open AI Shelved AGI & Is There Any Value in Models with OpenAI Price Dumping with Aidan, Gomez, Co-Founder @ Cohere

Aidan Gomez is the Co-founder & CEO at Cohere, the leading AI platform for enterprise, having raised over $1BN from some of the best with their last round pricing the company at a whopping $5.5BN. Pri...

19 Aug 202458min

20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Taught Me About Company Building and Investing | How to Analyse Valuation, Market Timing, Sizing and Exiting | Life Inside Alphabet's $7BN Growth Fund

20VC: Capital G's Laela Sturdy on What Stripe, UiPath and Duolingo Taught Me About Company Building and Investing | How to Analyse Valuation, Market Timing, Sizing and Exiting | Life Inside Alphabet's $7BN Growth Fund

Laela Sturdy is Managing Partner of CapitalG, Alphabet's $7 billion independent growth fund, where she has invested in Stripe, Duolingo (DUOL), Gusto, UiPath (PATH), Webflow and Whatnot. Laela joined ...

16 Aug 202455min

20VC: Lessons from Mark Zuckerberg, Keith Rabois & Tobi Lütke | Why Remote is a Bad Idea for 90% of Companies | The Framework for How Shopify Builds Product Today | What Humans Get Wrong About Marriage and Kids with Kaz Nejatian, COO @ Shopify

20VC: Lessons from Mark Zuckerberg, Keith Rabois & Tobi Lütke | Why Remote is a Bad Idea for 90% of Companies | The Framework for How Shopify Builds Product Today | What Humans Get Wrong About Marriage and Kids with Kaz Nejatian, COO @ Shopify

Kaz Nejatian is Shopify's VP of Product & Chief Operating Officer. Before Shopify, Kaz founded Kash, a payment technology company which was acquired in 2017 by one of the largest fintech companies in ...

14 Aug 20241h 3min

20VC: Sequoia's Shaun Maguire: Will We See WW3 Shortly | Why DEI is a Cancer for Society | Why Iran is the World's Greatest Evil | Why Trump is the Only Hope for Peace in the Middle East | Trump vs Harris: Who Wins & What Happens

20VC: Sequoia's Shaun Maguire: Will We See WW3 Shortly | Why DEI is a Cancer for Society | Why Iran is the World's Greatest Evil | Why Trump is the Only Hope for Peace in the Middle East | Trump vs Harris: Who Wins & What Happens

Shaun Maguire is a Partner at Sequoia Capital. At Sequoia he led their investment into SpaceX, The Boring Co and X among many others. Before Sequoia he co-founded a cybersecurity company called Expans...

12 Aug 20241h 3min

20VC: Why VC is Distorting a Generation of SaaS Companies & With $900M in ARR and a Market Cap of $2.6BN is Lightspeed the Most Misunderstood Public Company with Dax Dasilva, Founder & CEO @ Lightspeed

20VC: Why VC is Distorting a Generation of SaaS Companies & With $900M in ARR and a Market Cap of $2.6BN is Lightspeed the Most Misunderstood Public Company with Dax Dasilva, Founder & CEO @ Lightspeed

Dax Dasilva is the Founder & CEO Lightspeed Commerce, one of the most incredible stories in startups. For 7 years they did not raise outside funding and ran a very profitable business. Ultimately they...

9 Aug 202446min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
uppgang-och-fall
bathina-en-podcast
svd-tech-brief
borsmorgon
fill-or-kill
rss-kort-lang-analyspodden-fran-di
lastbilspodden
affarsvarlden
loungepodden
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
dynastin
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di