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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Multi-Year Deals Only Delay Churn
Harry Stebbings asks whether long enterprise contracts still matter, and Jason Lemkin says they mainly defer churn while Rory O’Driscoll separates melting icebergs from durable systems of record.
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Transcript
