20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 8, 2026 · 1h 13m

Joinin the trio today we have Dev Ittycheria, CEO @ MongoDB.

AGENDA:

04:00 OpenAI Nears $70B Run Rate—Anthropic's Lead Under Threat

12:00 Factory vs Cognition: Silicon Valley's Talent War Turns Ugly

23:00 Vinod Khosla Blasts His Own Portfolio Company

25:00 Reflection Launches Beam: America Strikes Back in Open-Source AI

34:00 ElevenLabs Doubles Its Valuation to $22B

37:00 Salesforce Buys Listen Labs for $2B—Sequoia Cashes In

46:00 Vercel Hits $600M ARR as Agents Drive Half Its New Business

55:00 Former Groq Engineers Sue Over Nvidia's $17B Deal

01:01:00 Meta's Muse Steals the Show as OpenAI's…