20VC: SpaceX, Tesla, Neuralink: Elon's Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever | Cursor Now 20% of SaaS Spend and the SaaS Slowdown
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · The Twenty Minute VC
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Show Notes
Agenda:
00:03 – Circle's IPO: Investors Just Left $BNs on the Table
00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness?
00:11 – Should Stripe and Databricks Finally Go Public?
00:17 – US Stock Markets: How They DOMINATE the Global Game
00:21 – 50% of Unicorns Are DOOMED. What Happens Now?
00:25 – Founders Fund Just Dropped $1B on Anduril. Why?!
00:29 – What Would You Do If LPs Let You Go Wild?
00:36 – What Missing Out on Millions for Docusign Taught Rory
00:44 – Cursor is 20% of SaaS Spend: The Shocking Data Behind the SaaS Slowdown
00:47 – AI vs. SaaS: The Great Budget War Begins
00:48 – Can AI Take Budget from the Talent Budget or Will It Remain in Software Budgets?
00:56 – SpaceX, Tesla, Neuralink: Elon's Empire After the Firestorm
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