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

20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

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

The Twenty Minute VC

Business, Investing, Tech News, News

4.4693 Ratings

🗓️ 13 November 2025

⏱️ 76 minutes

🧾️ Download transcript

Summary

AGENDA:

04:22 Sequoia's Leadership Transition

09:46 Michael Burry's Big Short on Nvidia and Palantir

17:41 Gamma Raises $100M at a $2BN Valuation

32:34 Does Defensibility Exist Today When Copying is Easy

40:31 Should All Funds Be Way More Diversified

47:12 How to Run a Fundraising Process & What Not To Do

57:57 Datadog Surges 20% and Duolingo Crashes: What Happened

 

 

Transcript

Click on a timestamp to play from that location

0:00.0

tools are great. When the AI is part of your team, for real, not VC talk, the amount of revenue

0:06.0

that it's accessible is so high. Sell shit to the people who are making AI, and if they grow,

0:11.2

you'll sell more shit to. You just can't take that early first month explosion as seriously as you

0:16.7

used to. It's not as defensible. The pace of evolution is so fast. If you decide, well, what I knew

0:21.9

six months ago is still useful, you're probably going to be wrong very quickly, right? That's what I find

0:25.9

the most stressful about right now. But before we dive into the show today, you've heard me mention

0:30.4

Garrio before. They protect millions of people from phishing, scams and online threats, but now

0:35.9

something genuinely exciting has happened.

0:38.1

Lovable, one of the fastest growing AI platforms, just integrated Guardio directly into their

0:43.3

gen AI chain. What that means? Every single site built with Lovable now gets scanned in real time.

0:49.9

Fishing pages, impersonation sites, scam redirects are blocked before they ever go live.

0:56.0

And that's a huge shift.

0:57.0

It's rare to see companies take responsibility for the safety of the broader internet.

1:02.0

Lovable Did and Guardio is the engine making that possible.

1:05.0

Guardio also leverages advanced AI threat detection to block highly targeted, socially engineered scams before they ever reach you.

1:13.5

From phishing emails and fake login pages to financial fraud,

1:17.5

Guardio protects you across the way you actually live and work online.

1:21.9

If you want to see what modern proactive protection looks like and protect your platform,

1:26.5

go to guard.io, forward slash 20VC.

1:31.2

AI changes how fast threats appear. Guardio changes how fast they can get stopped. And as guard.

1:37.9

dotio protects your clicks, acuity scheduling ensures our time stays on track. This show is brought to you by Acuity Scheduling,

1:46.1

the flexible scheduling software that helps you focus on what matters most. Growing your business,

...

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