20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Aug 27, 2026 · 1h 22m

AGENDA:

00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack

04:31 NVIDIA's $12BN Poolside Deal Exposes Frontier AI's Capital Wall

15:39 NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN

26:55 OpenAI Confirms 2027 IPO as Anthropic Seizes the Lead

40:42 Hugging Face Draws $13BN Takeover Interest as Open Models Boom

44:56 Citadel Cashes Out 80% of Its Leopold Aschenbrenner AI Trade

51:51 AI Boom Is "Less Than One-Third Over"—But Token Addiction Has a Price

01:04:07 Stripe Reaccelerates to 41% as AI Reshapes Software's Leaderboard

01:07:45 Instinct Security Scare Exposes Why…