The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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Anthropic's capital intensity and fragility

Rory and Jason discuss Anthropic's compute costs, capex needs, and the risk of overinvesting without ROI.

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