20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Momentum versus value stock strategies
Jason explains choosing momentum winners (Palantir, Figma, Mongo, Cloudflare, Shopify) while Rory contrasts short-term momentum with long-term value.
Play episode from 01:03:31
Transcript
