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?

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.