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 · Jun 12, 2025 · 1h 16m

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…