SHOW DIRECTORY
20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
SOURCE DESCRIPTION · RSS
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong
FOMO raised a $75M Series B at a $550M post-money valuation from Index and USV, with founders anchoring the price before receiving a term sheet.Its 17-person, AI-enabled organization has no meetings, 1:1s, or hierarchy, while founder-grade equity aligns a small group for a decade-long build.Pre-IPO perps and thesis-driven trading could define its global wedge, but SpaceX’s retail performance and prediction-market regulation remain key tests.
Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI
Robinhood’s $35B-to-$85B re-rating reflects a strategy finally gaining credibility, with active-trader focus and near-100% engineering AI adoption reshaping its operating model.Tenev’s expansion thesis is tokenization without issuer opt-in, solving retail access’s adverse-selection problem as 200+ EU stock tokens move toward 24/7 trading, self-custody, and DeFi, with US regulation unresolved.