انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
Manage episode 492331997 series 73567
AGENDA:
00:00 – $400B in AI CapEx: Rational Investment or Madness?
05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal.
08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva?
16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off?
21:30 – How Index Is Returning $3.5B on 2 Deals
24:00 – Melio’s $2.5B Exit: Insane Growth… So Why Did They Sell?!
35:00 – Massive Penthouses and the Death of Focus: AI Founders Beware
39:00 – Chime, Anthropic, Menlo & The Art of Selling LPs the Future
41:00 – Couchbase Acquired: PE Buyers Are Back… Or Are They?
44:00 – Why No One’s Buying These 9-Figure SaaS Zombies
48:00 – If You Didn’t Grow from AI By June 30, You’re Already Dead
53:00 – Superhuman vs The AI-Natives: Who Wins the Replatforming War?
54:30 – Oracle's $30B AI Deal: Larry Did It Before You Even Started
56:00 – Scale Is Dead. Long Live Surge. The AI Data War Gets Bloody.
01:01:00 – Asana CEO Move & the Great Founder Exodus of 2025
01:06:00 – Will Cluely’s Founder Be a Billionaire by 2029? Place Your Bets
1372 حلقات
20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and What it Means for Incumbents
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Manage episode 492331997 series 73567
AGENDA:
00:00 – $400B in AI CapEx: Rational Investment or Madness?
05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal.
08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva?
16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off?
21:30 – How Index Is Returning $3.5B on 2 Deals
24:00 – Melio’s $2.5B Exit: Insane Growth… So Why Did They Sell?!
35:00 – Massive Penthouses and the Death of Focus: AI Founders Beware
39:00 – Chime, Anthropic, Menlo & The Art of Selling LPs the Future
41:00 – Couchbase Acquired: PE Buyers Are Back… Or Are They?
44:00 – Why No One’s Buying These 9-Figure SaaS Zombies
48:00 – If You Didn’t Grow from AI By June 30, You’re Already Dead
53:00 – Superhuman vs The AI-Natives: Who Wins the Replatforming War?
54:30 – Oracle's $30B AI Deal: Larry Did It Before You Even Started
56:00 – Scale Is Dead. Long Live Surge. The AI Data War Gets Bloody.
01:01:00 – Asana CEO Move & the Great Founder Exodus of 2025
01:06:00 – Will Cluely’s Founder Be a Billionaire by 2029? Place Your Bets
1372 حلقات
Alle Folgen
×مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.