20VC: Daniel Gross And Nat Friedman: Acquired By Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity Is Back: Olo Bought For $2BN | Microsoft Lays Off 9,000 People: Is This Just The Start | Will Sequoia Part With Shaun Maguire The Twenty Minute VC (20VC): Venture Capital | Startup Funding

20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire

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

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published 22h ago

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Agenda:

[00:00] The AI Talent Crisis No One’s Ready For

[03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta

[12:00] Meta’s AI Talent Magnet: Will It Actually Work?

[15:00] Cursor Is Breaking the Market: Can Anyone Compete?

[18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue

[22:00] CoreWeave’s Power Play: Buying Their Landlords

[26:00] Is Circle Next to Go Shopping with Meme Equity?

[28:00] PE Is Back: The Olo Take-Private Explained

[35:00] Why Triple, Triple, Double, Double Is No Longer Sexy

[41:00] QSBS Hack: The Billionaire’s Tax Loophole You’re Missing

[48:00] Microsoft’s AI Layoffs: Salespeople Are Dead, Long Live Engineers

[50:00] “If You Need a Week to Learn AI, You Should Be Fired”

[53:00] Will Sequoia’s Sean Maguire Be Pushed Out? Place Your Bets

[57:00] Will There Be a Recession in 2025? Jason Bets $75K It’s a No

[1:00:00] Is Linda Yaccarino Still CEO of X by Year-End?

[1:03:00] Circle and CoreWeave’s Meme Rally: Real or Mirage?

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20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire

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