20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund - podcast episode cover

20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund

Jun 05, 20251 hr 23 min
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Episode description

Agenda:

00:00 – The Most Unfiltered Episode Ever Begins

03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not.

05:45 – TVPI Is Bullshit? 

09:20 – Asset Gatherers vs Real Investors: Who Actually Wins?

12:15 – The Death of the Billion-Dollar VC Fund?

16:00 – Mid-Tier VC Funds Are Getting Annihilated

21:00 – Chime: Great Exit or Missed Opportunity?

27:00 – The War on Relevance: What Companies Truly Matter?

33:00 – If You’re Not a Billion-Dollar Company, Do You Even Count?

37:10 – Mary Meeker’s AI Report: What Everyone Missed

39:50 – $600B in AI CapEx—Where Is the Revenue?!

43:40 – What Could Trigger the First AI Crash?

51:10 – The Existential Dread Missing in Most B2B Startups

58:30 – Will AI Reduce Your Startup to Just a Pipe?

01:01:10 – IPO Market Is Back: What Actually Matters Now?

01:06:50 – YC Startups at $60M Valuations: How Should You Play It?

01:10:00 – Why 3% Ownership Could Still Work—Maybe

01:11:30 – Will Elon Still Be Tesla CEO by 2027? Place Your Bets

01:14:10 – Will Meta Release a Closed AI Model? And Does It Even Matter?

01:17:30 – The Real Challenge of Managing 11 Companies and 58 Kids

Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

 

 

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20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast - Listen or read transcript on Metacast