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 · 2026-07-16 · 83 min · 18,011 words

20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

To some extent it may have been a distraction for OpenAI that they were so successful in consumer. If this was a mercy killing, Apple may have done them a favor. If there was action on threads, J Harry, you'd be there. Action on Mars, Harry, you'd be there. Every company with a CIO who's half awake is gonna have a cheap token model to hand.

To stop this madness. Shit, I'm putting everyone out of job. The least I can do is keep them alive. Treason does not succeed, but what's the reason? If it does succeed, no one calls it treason.

In the early stage, when you're on the board, you can't invest in two competitors. In the late stage, structurally, you have to. If you don't want to be worth 1x, like do something before it's too late, man. This is 20 VC with me, Harry Stebbings. It is your weekly listen.

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