20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Google Has the Most Ways to Win
Harry Stebbings asks how excess or scarce compute gets resolved, leading to a discussion of subletting capacity, Google’s flexibility, and pressure on NVIDIA margins.
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Transcript
