20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC
4.4 • 693 Ratings
🗓️ 4 September 2025
⏱️ 74 minutes
🧾️ Download transcript
Summary
Agenda:
04:00 – Anthropic Raises $13BN: The Analysis?
19:00 – Is Zuck's $14BN Scale bet the biggest blunder in AI?
27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:00 – Is Jensen Huang right there will be $4TRN in AI gains?
57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
Items Mentioned in Today's Episode:
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Transcript
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| 0:00.0 | Wall Street is the madman in the backseat. In the end, the thing that bails out our incompetence is your growth rate. We've had a billion sitting on a balance sheet for ages. And it's a bad around six people. That's just, I've had a billion lying around for ages. What are you guys been doing this week? It's the Mark Twain. Reports of my debt were greatly exaggerated. Well, it turns out reports of the debt of SaaS and software |
| 0:21.1 | were greatly exaggerated. No one wants to say it, but if you get the direct listing totally successful, |
| 0:26.3 | the people buying don't make any money. This is 20VC, and it is that time of the week. My favorite |
| 0:31.2 | episode of the week, Roryo Driscoll, Jason Lemkin, and joining us, we have Canva co-founder Cliff |
| 0:36.5 | Obrecht. Now, today we are discussing Anthropics New Round, OpenAI by Statsig, |
| 0:42.4 | Nvidia's latest results, as long as the incredible results from the slew of B2B |
| 0:47.7 | Enterprise SaaS companies that came out last week. |
| 0:50.3 | This is a phenomenal episode, but I want to make it the best for you. |
| 0:53.6 | So let me know what we can do to make it better. |
| 0:55.8 | Let me know any feedback, Harry at 20VC.com. |
| 0:59.4 | But before we dive into the show today, let's talk about agents, specifically Piper, the AISDR agent, brought to you by qualified, the agentic marketing era has arrived. |
| 1:10.6 | And if you're a B-2B marketing leader looking |
| 1:12.4 | to scale a pipeline generation, Piper the AISDR agent, wow, it is here to help. Piper is the number |
| 1:18.8 | one AISDR agent on the market, according to G2. And hundreds of companies like Box, Asana and Brax, |
| 1:26.1 | have hired Piper to autonomously grow inbound pipeline. |
| 1:29.5 | Fucking sign me up. |
| 1:30.8 | Anyway, qualified customers see massive business impact with Piper, 3x increase in meetings |
| 1:36.1 | booked and 2X increase in pipeline. |
| 1:38.8 | Wow, that is some results. |
| 1:40.5 | Hire Piper, the number one AISDR agent and grow your pipeline today. Learn more at |
| 1:45.6 | qualified.com slash 20VC. That's qualified.com slash 20VC with the 20VC spelled out in letters |
| 1:53.1 | for goodness sake. And while Piper builds your pipeline, HubSpot gives your business the AI |
... |
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