20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Datadog's Rally and Duolingo's Pullback Explained
Harry reviews Datadog's AI tailwinds and Duolingo's guidance-driven drop; hosts contrast co-attaching to compute versus app-level AI adoption.
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Transcript
