20VC: Benchmark vs a16z: Why Stage Specific Firms Win | Windsurf Sells For $3BN | Decagon Raises at 100x ARR | Do Mega Funds Win the Future of VC | What Does Harvard's Losing Their For-Profit Status Mean for VC
May 07, 2025•1 hr 12 min
Episode description
Today’s Topics:
04:44 Analysis of $3 Billion Windsurf Acquisition
12:39 Will Mega Funds Win the Future of Venture Capital
18:39 Does Every Fund Have to do Pre-Seed to Win Series A and B Today
27:53 Why AI Will Create Massive Unemployment
31:06 The $100,000 Bet on the Future of Work
35:52 Why Venture Has Become a Bundled Good
37:52 Why Stage Specific Firms Will Win: a16z vs Benchmark
40:16 What Does Harvard Losing It’s For Profit Status Mean for Venture
42:57 Why AI is Maiming and Not Killing Growth Companies on the Path to IPO
45:41 Decagon Raises 100x ARR: The Breakdown
52:50 Why VCs Are Upside Junkies and What That Means Today
01:03:37 Olo Looking to Sell: What Happens When Public Companies Want to Sell
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