20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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NVIDIA’s Capex Bet Holds
Harry Stebbings asks about GTC, and Jason Lemkin and Rory O’Driscoll argue NVIDIA’s trillion-dollar narrative mostly confirms already-priced expectations and sustained AI capex.
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Transcript
