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20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi-Stage Funds Destroying Seed Investing

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Manage episode 478742277 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In Today’s Show We Discuss:

04:49 Breaking Down the $3BN Windsurf Acquisition

06:18 Why Sam Altman is Playing a Master Game

12:40 Why Multi-Stage Funds are Destroying Seed Managers

21:52 Are Endowment Funds F******

27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund

43:38 The Denominator Effect and It’s Impact on Venture Allocations

49:36 Why Revenue Multiple is BS & What You Need to Know

51:34 The Rise of AI Rollup Plays & Are They Good Businesses

55:29 Competitive Markets: How to Make Money in Them?

01:02:58 Why If You Can Guarantee 5x, You Should Always Do the Deal

01:11:56 Is SF The Only Place to Be Building Today

  continue reading

1299 episodes

Artwork
iconShare
 
Manage episode 478742277 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In Today’s Show We Discuss:

04:49 Breaking Down the $3BN Windsurf Acquisition

06:18 Why Sam Altman is Playing a Master Game

12:40 Why Multi-Stage Funds are Destroying Seed Managers

21:52 Are Endowment Funds F******

27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund

43:38 The Denominator Effect and It’s Impact on Venture Allocations

49:36 Why Revenue Multiple is BS & What You Need to Know

51:34 The Rise of AI Rollup Plays & Are They Good Businesses

55:29 Competitive Markets: How to Make Money in Them?

01:02:58 Why If You Can Guarantee 5x, You Should Always Do the Deal

01:11:56 Is SF The Only Place to Be Building Today

  continue reading

1299 episodes

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