20VC: Why VC Today is Worse Than 2021 | Why Vertical SaaS is a Bad Investment Today | Why We Are Deluding Ourselves on Growth Expectations | Revolut Raises $3BN at a $75BN Valuation | Benchmark Adds Their Newest General Partner
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Capital Intensity: Do LLM Players Need Data Centers?
Hosts examine Poolside's decision to build a 2GW AI center and what it implies about compute, fixed assets, and competition.
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