DiscoverThe Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?
20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

Update: 2025-10-02
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AGENDA:

03:58 Understanding Burn Multiples and Capital Efficiency in an AI World

11:54 What Metrics Founders Need to Focus on in a World of AI

19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound

33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?

36:35 OpenAI Needs the Same Energy as Japan… WTF!

41:09 How Can We Fund the $1TRN Sam Altman Needs for Energy

52:39 FiveTran and DBT: Is the Wave of Consolidation About to Begin?

59:44 Does Private Equity Need to Change in a World of AI

01:06:23 Political Expression and Corporate Responsibility

 

 

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20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?