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The Twenty Minute VC · October 22, 2026 · 01:00:37
20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B
Host Harry Stebbings unpacks several seismic shifts in venture capital and tech: the new mandate for VCs to back only trillion-dollar outcomes, the CoreWeave sell-off rattling AI infrastructure confidence, and Anthropic's potential $1.5 trillion IPO reprice. He also examines the eye-popping valuations of Town and Anduril, 37signals' profit-driven challenge to the VC model, and Berkshire Hathaway's deepened bet on Bending Spoons. The episode closes with Elon Musk's flying Roadster and a $10 billion SpaceX share giveaway.
This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.
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