The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
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Apr 3, 2025 
In this engaging discussion, Bhavin Shah, who shared his insights on Moveworks’ acquisition by ServiceNow, and Andrew Feldman from Cerebras, dives into the recent Coreweave IPO. They explore the ripple effects of tariffs on tech stocks and the complexity of navigating regulation in the startup landscape. Shah emphasizes the ongoing AI craze while Feldman reveals the challenges and opportunities in the chip market. Their conversation sheds light on the dynamics of investment growth versus sustainability in the fast-paced tech world.
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Golden Age of Software
- Software and technology are entering a golden age, surpassing even the 2021 boom.
- This growth will create many successful companies, but also increased competition and stress.
Unicorn Growth Slowdown
- Many unicorns are experiencing slower growth than anticipated, challenging assumptions about revenue durability.
- This lack of durability increases stress for VCs and employees.
VC Investment Focus
- VCs currently prioritize growth over revenue durability, especially in AI deals.
- Focus on achieving high growth rates to attract investment in the current market.