20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Apr 2, 2026 · 1h 9m

AGENDA:

00:00 — Anthropic's Monster Month: 6 Billion in February Revenue

04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters

11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?

14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work

20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI

21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?

27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security

31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting

34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting…