20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

AGENDA:

03:58 Understanding Burn Multiples and Capital Efficiency in an AI World

11:54 What Metrics Founders Need to Focus on in a World of AI

19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound

33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?

36:35 OpenAI Needs the Same Energy as Japan… WTF!

41:09 How Can We Fund the $1TRN Sam Altman Needs for Energy

52:39 FiveTran and DBT: Is the Wave of Consolidation About to Begin?

59:44 Does Private Equity Need to Change in a World of AI

01:06:23 Political Expression and Corporate Responsibility

Avsnitt(1000)

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20VC: Duolingo Co-Founder on Why $3M is Harder than $100M to Raise | Why You Should Always Take Tier 1 VCs Even at Worse Terms | Why Europe Can't Win Unless the US Screws Up | How AI Impacts the Future of Work and Education with Severin Hacker

19 Maj 1h 31min

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20VC: Tiger Global Saved by OpenAI | Coatue's New Fund: Hype or Substance | Why SBF is the Greatest Investor of the Last 5 Years | Why Big Funds are Investing in Perplexity

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