20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will Never Go Public
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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GPU Demand, Customer Concentration and Overcapacity Risks
Rory and Tom discuss hyperscalers' capacity, Nvidia concentration, and how power constraints affect expansion.
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Transcript
