20VC: Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution | Navan Trading at 4x ARR & Why Going Public Does Not Make Sense Anymore | The Rise of Invisible Unemployment and Labour Markets in 2026
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
Everyone's coming for NVIDIA now. Nvidia's numbers are gonna crush this year, but we're gonna see all the daggers really coming out. In the end, words are words and half a billion dollars is life-changing, right? No, no, no. I just think for venture, this is the era of the spite startup.
No one ever said to Winston Churchill, congratulations, you won World War II on budget. They just said, congratulations, you won World War II. Honestly, I think the most important thing that's going to happen this year is when we are in AI 24-7. I do genuinely think you can identify a top 0.1% founder without talking to them. I've done multiple billion dollar exits from Cold Inbound.
This is 20 VC with me, Harry Stebbings, in his back. Jason Lemkin, Rory O'Driscoll. I have missed this over the holidays. And my word, what a schedule we have for you today. Grok acquired for $20 billion by Nvidia, Manus acquired for $2 billion by Meta.
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