The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund
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Show notes
AGENDA:
00:00 – Apple SUES OpenAI: Did They Steal Apple's Biggest Secrets?
05:10 – Is OpenAI's $6BN Hardware Bet Already Dead?
12:50 – Zuckerberg Is Back: Meta Finally Takes On OpenAI
18:05 – The AI Spending Bubble Nobody Is Talking About
23:45 – Claude Is Coming for Designers, Product Managers & Figma
27:15 – Anthropic's $50BN Explosion: Have We Already Hit AI's TAM?
36:00 – The $26BN AI IPO Powering the Entire Industry
40:00 – Seed Investing Is Dead? Jason Calacanis Changes Strategy
57:00 – SaaS Is in Trouble: AI Is Accelerating Terminal Decay
01:15:00 – Why Greylock Said No to Billions of Extra Dollars
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