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20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

Overview

Shownote

Highlights

Transcript

Chapters

Pins

20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

6 HOURS AGO

20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

6 HOURS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy ...

Highlights

The tech and venture capital landscape is undergoing a transformation driven by AI innovation, shifting investment patterns, and strategic corporate moves. As mega-funds dominate late-stage financing and public markets remain elusive for top startups, the dynamics of value creation are rapidly evolving.

05:25

Lightspeed earned the money by having successful early-stage companies and investing in hot late-stage deals, which are the success criteria for an LP to invest.

12:33

SpaceX is speculated to IPO at $1.5 trillion

15:40

Creativity is the new productivity in the AI age.

23:19

Oracle's stock is now seen as undervalued after its drop following heavy AI infrastructure investment.

33:19

Buying at a price much higher than the long-term average likely leads to lower returns

44:15

55% of enterprise end-user AI spend is on coding and related activities

53:13

The key question is whether incumbents can acquire innovation faster than startups can acquire distribution.

57:51

Boom Supersonic plans to sell engines to data centers, a strategic pivot that leverages engine-building expertise beyond aviation.

1:02:54

Elon Musk can manifest valuations beyond traditional metrics due to his track record.

Chapters

AI and funding reshape tech landscape

00:00

Lightspeed's $9 Billion Fundraise

03:32

The Impact of Mega Funds on Seed VCs

05:20

The Supercycle of Growth and Late-Stage Investments

10:09

Disney Invests $1BN into OpenAI and What It Means

13:06

Oracle Hit Hard: Is Now the Time to Buy

23:19

Broadcom's Market Cap Drop and Anthropic's AI Chip Orders

28:34

Cursor Competes with Figma: The Convergence of Design and Coding Tools

35:04

The Biggest Danger for Incumbents: Being Maimed by AI

46:20

Boom Supersonic Raising $300M to… Power Data Centres… WTF

55:28

Will SpaceX IPO at $1.5TRN and The Elon Option Value

1:00:24

Transcript

Rory O'Driscoll: Unclear error, no correction $9 billion. Jason Lemkin: All these leaders, not. IPOing is the greatest gift to venture in our lifetimes. It's playing the growth super cycle bet today. That's the winning play. Rory O'Driscoll: There is not...