AGENDA: 04:02 NVIDIA&#x27;s GTC: What You Need to Know 11:39 Meta&#x27;s 20% Layoffs &amp; Atlassian Lets Go of 1,600 21:42 How to Test AI Fluency in Employees 30:59 Anduril Lands $20BN Army Contract 46:46 Travis Kalanick Returns With Atoms 49:55 If Travis Kalanick Ran Uber Today, Would it be $1TRN Company? 56:03 When is it Right to Replace Founders 01:04:24 Adobe CEO Exit Shock

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

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

[SPEAKER_01] But man, this is summer at NVIDIA. These are unprecedented levels of capex spend and now we're forecasting them to keep going for four or five years. Wall Street is simple. If you give them growth, they leave you alone. If you don't give them growth, you better give them profitability. And if you don't give them either, they're going to bust your chops. And today, compute eats jobs.

[SPEAKER_00] You do not need to be technical to win with AI agents in Q2 of 26. You do not need to be even 1% technical.

[SPEAKER_01] The bigger your fund size, the more you have to be a power law junkie. There's no investment opportunity so good that excess capital won't destroy it.

[SPEAKER_00] I think Travis Kalanick would be a trillion dollar company today because it would be five years ahead of where it is today.

[SPEAKER_02] This is 20VC with me, Harry Stebbings. It's my favorite show of the week. Jason Lemkin, Rory O'Driscoll, the biggest news in tech. So what are we discussing this week? GTC, what happened with NVIDIA, everything that you need to know. Andrew Hill's $20 billion contract, one of the largest contracts ever. Then finally, seed funds. Why $50 to $100 million seed funds could be the worst performing size fund of this vintage.

[SPEAKER_02] But before we dive into the show today, I run 20VC fund and I get this question from founders all the time. Harry, I can't find a good .com. Do you have a hookup? Let me tell you now, the answer is always going to be no. I don't have a guy or gal for that. I do have a recommendation though. If you're building a tech startup, get a .tech domain. Tech startup, .tech domain.

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Read the full transcript

The candid version is on a podcast,
not the earnings call.

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.