20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026: Anthropic, Stripe, Databricks and SpaceX
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
00:00
Can LLMs Kill the App Layer?
Debate on whether model improvements will commoditize apps or if GTM and integration preserve app moats.
Play episode from 47:10
Transcript
