20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · The Twenty Minute VC
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
AGENDA:
04:20 Thrive and OpenAI Partnership
07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?
17:39 Eventbrite Acquired by Bending Spoons for $500M
21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue
26:59 The TAM Trap: Why SaaS Is Like Japan
37:42 Lessons from Companies Hitting $100M ARR
44:57 The Future of Labour Markets is F******
52:10 The Importance of Compounding in Investments
56:45 The Relevance Game in Venture Capital
01:05:01 Supabase at $5BN or Lovable at $6BN: Which One?