ChatGPT just hit $3B in ARR—here’s why Sam Altman is a strategic genius.
Sam Altman is playing chess not checkers. He partnered with Microsoft. He partnered with Apple. He grew to $3B in ARR in 2 years. Hate him or love him, he's a strategic genius.You'll recognize a pattern: Sam has an idea, positions correctly, lets the bets play out, and goes all-in on what works. Ri…
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
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 …
Nothing Much Happens in AI, Then Everything Does All At Once
When it rains, it pours. OpenAI Operator tested and reviewed, with full paper analysis. Perplexity Assistant is useful. Then Stargate, is it all smoke and mirrors? Strong rumours of an o3+ model from Anthropic. Then a full breakdown of Deepseek R1, and what it’s training method says about the state…
Insiders React: Sam Altman’s 'Gentle Singularity' + Workplace AI at an All-Time High, Meta's $30B Scale AI Acquihire
Is AI about to transform the world… gently? Sam Altman says yes, but are we being lulled into complacency while the real risks go unchallenged?
Startups everywhere are rushing to embed AI into their workflows, but few understand just how flawed that human-AI interaction can be. From broken prompti…
Insiders React: China Retaliates Against NVIDIA Embargo + US Startups in Crisis, Google Faces Legal Heat
Huawei has just announced a new AI chip—does this mean tariffs accelerating Chinese innovation?
This week, Chris Saad, Yaniv Bernstein, and guest Amir Shevat dig into how the AI trade war and tech monopolies are reshaping the global startup landscape. Plus, on a lighter note: why Sam Altman says …
Apple's $200B Gut Punch To Google! The AI War Just Escalated
This week’s AI Rollup is a ringside ticket to the highest-stakes tech brawl on earth. David, Ejaaz and Josh unpack Apple’s threat to yank Google from Safari, the $200 billion market-cap gut-punch that followed, and Microsoft’s tangled profit-share web with OpenAI. Plus why Sam Altman just hired Ins…
Meta's Weird New AI Social Network, OpenAI Rolls Back ChatGPT For Sucking Up & More Crazy AI News
Meta just launched an AI-powered social network and it's way weirder than we expected. From voice assistants with emotional baggage to remixable AI selfies, we test Meta's new AI app and talk about what it really means for the future of AI interfaces.
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We also …
Why Sam Altman Won't Use ChatGPT for Therapy (Here's Why You Shouldn't Either)
In this episode, Patrick Chen and Tony DeSimone dive into three major AI stories:
Sam Altman’s warning on using ChatGPT as a therapist and the legal risks of AI conversations
A new Lightcast report revealing a 28% salary premium for AI skills mainly outside tech
ChatGPT’s Agent Mode: w…
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