20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 1, 2026 · 1h 18m

AGENDA:

00:00 Highlights: Jack Altman Joins The Trio

05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments

10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta

25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B

39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20%

43:00 AI Startup Seeks $10B Valuation Just One Week After Seed

47:00 Modal Hits $15B Valuation as Baseten Eyes $26B

54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get

57:00 Oura Pulls IPO After Targeting a $16B Valuation

01:03:00 Nubank Eyes $8–12B Monzo Takeover

01:08:00 Bessemer Raises…