SHOW DIRECTORY
20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
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SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR
SpaceX’s $75 billion IPO at $135 a share and roughly $1.8 trillion valuation replaces price discovery with Elon’s conviction, while a book only 2X covered leaves meaningful downside, flat-trading, and retail-driven upside scenarios.A weak debut could restrain OpenAI’s valuation ambitions and reset LP return expectations, while persistent AI, radically higher revenue per employee, and concentrated foundation-model supply remain the more durable signals to monitor.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store
Lightspeed’s $9B raise shows how multistage firms can treat seed pricing as marketing while concentrating capital in growth winners such as Anthropic.The stay-private supercycle keeps compounding private, but OpenAI’s single-digit app growth and a possible shift from growth to cash-flow valuation expose the key downside.
20VC: Will SpaceX IPO at $1.5TRN? Cursor vs Figma, Lightspeed's $9BN
Private-market compounding is driving venture’s supercycle, while SpaceX’s rumored $1.5T IPO depends on EOV—the Elon Option Value—rather than fundamentals supporting 78x 2026 revenue.OpenAI’s 1.2B-user base is growing at single digits, and AI convergence may maim incumbents through shrinking seats and NRR before it displaces them outright.