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 · 2026-09-24 · 81 min · 17,313 words

20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

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

It's the first real Chat GPT competitor. Anthropic never really cared about Claude until recently. Amuse is a many things. It's one of the best pieces of software I've I've ever I've used ever, but it's also a Trojan horse to fight ChatGPT because the LM's pretty good. They've trained on all of our data.

Every YouTube, every piece of open source, every piece of closed source. Of course they're gonna train on your data. Give me a break. There is a zero probability AI will destroy all of humanity. I love the quiet compounders, there's just no market for them anymore.

Coding is the motherlord. It's it's everything. This is 20 VC with me, Harry Sebings, and it's the show that we all frickin' wait for, let's be honest. Jason Lemkin, Rory O'Driscoll, the biggest news in tech. What is going down this week?

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