20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026? | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

In this episode of the 20VC podcast, Harry Stebbings, Jason Lamkin, and Rory O'Driscoll discuss recent events in the venture capital and tech industries, including Victor's departure from Benchmark and its implications, the increasing trend of individual investors raising solo funds, and the power dynamics among tech giants like Apple, Google, Microsoft, and Amazon in the AI era. They analyze the potential for Anthropic and OpenAI, debate the merits of oligopolies versus monopolies in driving innovation, and examine the challenges and opportunities facing companies like Figma in a rapidly evolving technological landscape. The conversation includes predictions about the future valuations and growth trajectories of companies like Cursor and OpenAI, and the strategic decisions facing major players in the tech industry.

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20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Contrasting Perspectives on Tech Giants and Venture Capital Dynamics

The Value of Brand, Capital Scale, and LP Perspectives in Venture Capital

Concentration of Value, Deployment Speed, and the Evolution of Venture Models

Early Stage vs. Late Stage Investing and the Potential of Anthropic

Market Dynamics and Competitive Landscape in AI Development

Hyperscaler Competition, the Power of Incumbents, and Apple's AI Strategy

Apple's Future, Zuck's AI Investments, and the Challenge of Capital Allocation

Figma's IPO and the Evolving Tech Landscape

Quickfire Predictions: Cursor, Lovable, and OpenAI Valuations

20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR & Lovable $400M ARR by EOY 2026?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00Contrasting Perspectives on Tech Giants and Venture Capital Dynamics

Contrasting Perspectives on Tech Giants and Venture Capital Dynamics

07:35The Value of Brand, Capital Scale, and LP Perspectives in Venture Capital

The Value of Brand, Capital Scale, and LP Perspectives in Venture Capital

15:56Concentration of Value, Deployment Speed, and the Evolution of Venture Models

Concentration of Value, Deployment Speed, and the Evolution of Venture Models

24:25Early Stage vs. Late Stage Investing and the Potential of Anthropic

Early Stage vs. Late Stage Investing and the Potential of Anthropic

30:29Market Dynamics and Competitive Landscape in AI Development

Market Dynamics and Competitive Landscape in AI Development

38:00Hyperscaler Competition, the Power of Incumbents, and Apple's AI Strategy

Hyperscaler Competition, the Power of Incumbents, and Apple's AI Strategy

48:30Apple's Future, Zuck's AI Investments, and the Challenge of Capital Allocation

Apple's Future, Zuck's AI Investments, and the Challenge of Capital Allocation

57:28Figma's IPO and the Evolving Tech Landscape

Figma's IPO and the Evolving Tech Landscape

1:06:15Quickfire Predictions: Cursor, Lovable, and OpenAI Valuations

Quickfire Predictions: Cursor, Lovable, and OpenAI Valuations