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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Michael Burry's Short on NVIDIA and Palantir
Harry introduces Burry's short; Rory, Jason, and Rory compute option math and debate timing, conviction, and difficulty of shorting AI winners.
Play episode from 09:47
Transcript
