20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
But man, this is summer at Nvidia. These are unprecedented levels of CapEx band, and now we're forecasting them to keep going for four or five years. Wall Street is simple. If you give them growth, they'll leave you alone. If you don't give them growth, you better give them profitability.
And if you don't give them either, they're gonna bust your jobs. And today, compute eats jobs. You do not need to be technical to win with AI agents in Q2 of 26. You do not need to be even 1% technical. The bigger your fund size, the more you have to be a power law junkie.
There's no investment opportunity so good that excess capital won't destroy it. I think Travis Uber would be a trillion dollar company today because it'd be five years ahead of where it is today. This is 20 VC with me, Harry Stubbings. It's my favorite show of the week. Jason Lemkin, Rory O'Driscoll, the biggest news in tech.
We already have this episode, so unlocking it is cheap and permanent: the full transcript (75 minutes, 16,183 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.
No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.