20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 2025-08-21

01:27:58

Agenda:

00:00 – Databricks hits $100B: Bubble or just the beginning?

03:15 – Is Databricks actually undervalued at 25x revenue?

07:40 – Are we on the verge of the biggest IPO wave ever?

11:30 – Can Andreessen’s Databricks bet return $30B+?

18:10 – Who really gets rich when mega-unicorns IPO?

19:30 – Is the return of Chamath’s SPACs the ultimate bubble signal?

28:00 – Should OpenAI staff be cashing out billions in secondaries?

33:30 – Founder raises $130M… then walks away. Is this the new normal?

36:30 – Nubank’s $2.5B profit: The best FinTech in the world?

48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets?

52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb?

1:11:00 – Will AI spend really hit trillions—or is it all hype?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.

If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.

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