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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Anthropic’s Real Bottleneck Is Compute
Harry Stebbings asks about Anthropic’s new funding, and Rory O’Driscoll explains how model success created a massive compute shortage and a brutal capital planning challenge.
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Transcript
