20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Aug 6, 2026 · 1h 15m

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks.

AGENDA:

04:50 Airtable Sold to Bending Spoons for $1.285B

17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book

22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates

33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices

38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI

42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation

52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush

1:04:30 Procore…