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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Capital Efficiency and Hummingbird's Outlier Returns
Final discussion on capital-efficient startups, Hummingbird's success, fund sizing, and maintaining ownership versus MOIC trade-offs.
Play episode from 01:08:20
Transcript
