20VC: Jensen Huang Investigation: What Happens Now | Sequoia Leave London, Close Scout Program and End Evergreen Fund | NASDAQ Loses $2.5TRN in 24 hours | Anthropic targets $1.4TRN IPO valuation

He needs a pass. Like this is too important to AI. It's too important to the US. China loses big time here. China's gonna lose. It's gonna be harder to not only sell GPUs to China, it's gonna be harder to to just host them across the border. It's gonna all get shut down. The AI trade doesn't crack on the supply side. It is far better in an IPO to start low and go up. than to start high and come back. You'd much prefer to be these guys than open AI right now. They're gonna have the money, they're gonna have the float, and they're gonna be true at the private begging ball bullshit. Lucky us, all the billionaires can come back home. No one in twenty twenty six is gonna say, Yeah, I love me those tech bros. This is twenty VC and it's your favorite show of the week. The only show that you have to listen to every week with Rory O Driscoll and Jason Lamkin. So what do we chat about this week? Well big changes afoot at Sequoia as they leave London, they shut down scouts and they merge into one core team. Then we have Jansen Huang

Been a busy boy at NVIDIA, which we will discuss in more detail. And then we have Anthropic. Where will they go out? How will it be received? And what is the impact on that on the broader AI economy? This and so much more in the show today. But before we dive into the show today, every great software company eventually runs into money. Uber had to move it. Shopify had to hold it. Airbnb had to settle it. Money movement stopped being a fintech problem. It became a software problem. And increasingly, God, it's an AI problem too. Zero hash is the infrastructure that makes global instant money movement seamless. One API integration for stablecoins, digital assets, and modern payment rails. So builders can stay builders. Zero hash powers some of the world's largest enterprises and financial institutions, including Calci, Stripe, Morgan Stanley, Gusto,

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