20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Jul 16, 2026 · 1h 22m

AGENDA:

00:00 – Apple SUES OpenAI: Did They Steal Apple's Biggest Secrets?

05:10 – Is OpenAI's $6BN Hardware Bet Already Dead?

12:50 – Zuckerberg Is Back: Meta Finally Takes On OpenAI

18:05 – The AI Spending Bubble Nobody Is Talking About

23:45 – Claude Is Coming for Designers, Product Managers & Figma

27:15 – Anthropic's $50BN Explosion: Have We Already Hit AI's TAM?

36:00 – The $26BN AI IPO Powering the Entire Industry

40:00 – Seed Investing Is Dead? Jason Calacanis Changes Strategy

57:00 – SaaS Is in Trouble: AI Is Accelerating Terminal Decay

01:15:00 – Why Greylock Said No to Billions of…