20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI's SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just the Start | Will Sequoia Part with Shaun Maguire

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Jul 10, 2025 · 1h 7m

Agenda:

[00:00] The AI Talent Crisis No One's Ready For

[03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta

[12:00] Meta's AI Talent Magnet: Will It Actually Work?

[15:00] Cursor Is Breaking the Market: Can Anyone Compete?

[18:30] OpenAI's SBC Bombshell: More Stock Comp Than Revenue

[22:00] CoreWeave's Power Play: Buying Their Landlords

[26:00] Is Circle Next to Go Shopping with Meme Equity?

[28:00] PE Is Back: The Olo Take-Private Explained

[35:00] Why Triple, Triple, Double, Double Is No Longer Sexy

[41:00] QSBS Hack: The Billionaire's Tax Loophole…