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 · 2025-09-04 · 74 min · 15,398 words

20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

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

Wall Street is the madman in the backseat. In the end, the thing that bails out our incompetence is your growth rate. I mean, we've had a billion sitting on our balance sheet for ages and it's it's a bad thing. That's a flex, people. That's just, I've had a billion lying around for ages.

What have you guys been doing this week? That's the Mark Twain. Reports of my debt were greatly exaggerated. Well, it turns out reports of the debt of Sass and Software were greatly exaggerated. No one wants to say it, but if you get the direct listing totally successful, the people buying don't make any money.

This is 20VC and it is that time of the week. My favorite episode of the week, Rory O'Driscoll, Jason Lemkin, and joining us we have Canva co-founder Cliff Obrecht. Now, today we are discussing Anthropic's new round, OpenAI by StatSig, Nvidia's latest results, as long as the incredible results from the slew of B2B enterprise SaaS companies that came out last week. This is a phenomenal episode, but I want to make it the best for you. So let me know what we can do to make it better.

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