PERSON DIRECTORY
Bhavin Shah
Bhavin Shah appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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20VC Daily Deal: CoreWeave IPO, Scale at $25BN, Sequoia's 25x Wiz
Harry StebbingsJason LemkinBhavin ShahAndrew Feldman
AI is creating a golden age of software and extraordinary revenue growth, but thin wrappers, dilution, and uncertain recurring revenue are exposing the limits of the old scale-equals-durability model.Moveworks’ $2.85B sale shows the value of enterprise distribution and workflow integration, while CoreWeave’s IPO, a possible $2B put obligation, and constrained M&A make execution and liquidity the next catalysts.