All episodes of The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 2025-09-25 · 80 min · 16,664 words

20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US

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Well, I'm excited because just like 2008 at the moment, I'm 0% cash. Founder friendly has become bullshit. Any hot AI deal, there there is no diligence provided, nor is any done, right? It's just done on Saturday. Why would you do diligence?

All you can lose is one extra money. Why would you do diligence? Having an early success is highly correlated with future success. Partly you get the referral effect, but partly I think it's that you just have the stomach to roll the dice and you get waiver. This is 20 VC with me, Harry Stebbings, and it's my favourite show of the week.

Jason Lemkin, Rory O'Driscoll, and the biggest news items of the week. We have OpenAI getting a $100 billion investment from NVIDIA. Is triple, triple, double, double dead? Have growth expectations changed forever? ever.

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