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
00:00
Agents Will Choose the Stack
Jason Lemkin argues agents, not humans, will increasingly choose models and software vendors, reshaping competition among OpenAI, Anthropic, Gemini, and SaaS tools.
Play episode from 07:10
Transcript
