10 Jul 2025
1h 7m

20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire

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

In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory discuss a range of topics including Daniel and Nat leaving their fund to join Meta, Olo's potential privatization with Toma Bravo, CoolWeave's acquisition of Core Scientific, and speculation around Sean Maguire leaving Sequoia and Linda Yaccarino leaving X. They delve into the implications of talent acquisition in the AI space, the strategic use of stock prices in acquisitions, and the potential for private equity in vertical SaaS. The conversation also covers the challenges faced by founders in the current VC landscape, the impact of AI on employment, and the health of university endowments, ending with quickfire bets on various speculative scenarios.

Outlines

Part 1: Talent & VC Landscape

Part 2: Financial Strategies & Acquisitions

Part 3: Economic Impact & Predictions

Part 4: Wrap-up

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