20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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How Hyperscaler CapEx Shapes the Chip Market
Discussion of Google’s massive CapEx, potential profit handed to NVIDIA, and incentives to build in-house chips.
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Transcript
