The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
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Apr 3, 2025 
In this engaging discussion, Bhavin Shah, who shared his insights on Moveworks’ acquisition by ServiceNow, and Andrew Feldman from Cerebras, dives into the recent Coreweave IPO. They explore the ripple effects of tariffs on tech stocks and the complexity of navigating regulation in the startup landscape. Shah emphasizes the ongoing AI craze while Feldman reveals the challenges and opportunities in the chip market. Their conversation sheds light on the dynamics of investment growth versus sustainability in the fast-paced tech world.
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Fundraising in the Age of AI
- While triple, triple, double, double growth is impressive, most VCs now prioritize faster AI investments.
- Founders with this growth should build relationships with VCs and demonstrate durable revenue to attract the 20% who still value it.
AI Startup Fraud
- Some AI startups present inflated valuations based on minimal AI involvement, relying on humans for tasks.
- This highlights the need for thorough due diligence in the fast-moving AI market.
ServiceNow & Moveworks
- ServiceNow acquired Moveworks due to strong customer overlap and the potential for synergistic integration.
- Moveworks' focus on agentic employee experience and deep business process transformation made it an attractive acquisition.