The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

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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Where AI Captures Budget: Replace Humans or Attach to Compute

Hosts outline three ways AI drives revenue: co-attach to compute spend, replace humans, or steal incumbent budgets, with education examples.

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