20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC
4.4 • 693 Ratings
🗓️ 14 August 2025
⏱️ 82 minutes
🧾️ Download transcript
Summary
AGENDA:
00:04 – Was GPT-5 the Biggest AI Letdown Yet?
00:17 – Is OpenAI's Real Target Anthropic's $6B Revenue?
00:22 – Why Anthropic Might Secretly Be Worried
00:28 – The Hidden Business Strategy Behind OpenAI's "Underwhelming" Launch
00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?
00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?
00:38 – Why Datadog's Best Quarter Ever Still Tanked the Stock
00:44 – Palantir's 50% Growth at Scale – Can It Last? Is Palantir Overpriced?
00:53 – Shopify's Ruthless Path to 91% Revenue Growth With 30% Fewer Staff
01:01 – Are Seed and Series A Valuations Now at Dangerous Highs?
01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?
01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?
Transcript
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| 0:00.0 | It's like dealing with a deranged madman trying to estimate what the street will do. |
| 0:04.3 | I spend no time on us. |
| 0:05.5 | You don't need half your company. And Palantir and Shopify are proving it. You don't need half your company. He's ruthless, Zuck's ruthless, carps ruthless. And if you think you're going to win in B2B, if you're not ruthless, you're going to lose. Okay, let's look at Shopify for a minute. From peak employee was, |
| 0:20.8 | was 22, 11,600 employees. Since then, revenue has grown 91% pretty impressive for a company |
| 0:28.1 | at 11 billion revenue. And employees have gone down from 11,600 to 8100, gone down while |
| 0:35.0 | revenue is up 91%. It's time for my favorite show of the week. This is 20VC |
| 0:39.0 | with me, Harry Stebbings. Now, today we break down the best earnings quarters for some |
| 0:44.2 | freaking insane companies, Datadog, Shopify, Palantir. Oh my God, what a quarter Palantir had. We |
| 0:50.8 | then discussed GPT5, what we thought of that. We discussed perplexity, potentially buying |
| 0:56.0 | Chrome. This was a fantastic discussion. So much fun here. I always want this to be as good as it |
| 1:02.2 | can be for you. Let me know what you think. You can email me, Harry, at 20vc.com or DM me on Twitter. |
| 1:08.2 | I love to hear your thoughts. But before we dive into the show today, |
| 1:11.9 | let's talk about agents, specifically Piper, the AISDR agent brought to you by Qualified. |
| 1:18.3 | The agentic marketing era has arrived. And if you're a B2B marketing leader looking to scale a pipeline |
| 1:23.8 | generation, Piper the AISDR agent, wow, it is here to help. Piper is the number one |
| 1:29.6 | AISDR agent on the market, according to G2. And hundreds of companies like Box, Asana and Brex, |
| 1:36.5 | have hired Piper to autonomously grow inbound pipeline. Fucking sign me up. Anyway, qualified |
| 1:42.1 | customers see massive business impact with Piper, |
| 1:44.9 | 3x increase in meetings booked and 2x increase in pipeline. Wow, that is some results. |
| 1:50.9 | Hire Piper, the number one AISDR agent and grow your pipeline today. |
| 1:55.4 | Learn more at qualified.com slash 20VC. That's qualified.com slash 20 VC with the 20 VC spelled out in letters for goodness |
| 2:04.0 | sake. And while Piper build your pipeline, Atio gives you the CRM power to close and grow those |
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