20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure, Gemini & VIA IPOs Broken Down
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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AI Apps, Infrastructure Risk, and Incumbent Threats
Discussion of Replit and Higgsfield growth, how AI democratizes creation, the risk of model competition wiping vendor revenue, and incumbent vs startup dynamics (distribution and cannibalization).
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