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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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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?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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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?
1370 episodes
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