# 20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

Page: https://stenobird.com/podcast/twenty-minute-vc/20vc-apple-sues-openai-zuckerberg-back-on-x-and-challenging-codex-and-claude-code-sk-hynix-s-26bn-ipo-is-seed-investing-dead-jason-calacanis-departs-seed-for-growth-greylock-raises-new-1-5bn-fund
Text version: https://stenobird.com/podcast/twenty-minute-vc/20vc-apple-sues-openai-zuckerberg-back-on-x-and-challenging-codex-and-claude-code-sk-hynix-s-26bn-ipo-is-seed-investing-dead-jason-calacanis-departs-seed-for-growth-greylock-raises-new-1-5bn-fund.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-07-16T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-apple-sues-openai-zuckerberg-back-on-x-and-challenging-codex-and-claude-code-sk-hynixs-26bn-ipo-is-seed-investing-dead-jason-calacanis-departs-seed-for-growth-greylock-raises-new-15bn-fund
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.65.mp3?dest-id=240976
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/twenty-minute-vc/episodes/20vc-apple-sues-openai-zuckerberg-back-on-x-and-challenging-codex-and-claude-code-sk-hynix-s-26bn-ipo-is-seed-investing-dead-jason-calacanis-departs-seed-for-growth-greylock-raises-new-1-5bn-fund
Duration seconds: 4971

## Resource

AGENDA: 00:00 – Apple SUES OpenAI: Did They Steal Apple's Biggest Secrets? 05:10 – Is OpenAI's $6BN Hardware Bet Already Dead? 12:50 – Zuckerberg Is Back: Meta Finally Takes On OpenAI 18:05 – The AI Spending Bubble Nobody Is Talking About 23:45 – Claude Is Coming for Designers, Product Managers & Figma 27:15 – Anthropic's $50BN Explosion: Have We Already Hit AI's TAM? 36:00 – The $26BN AI IPO Powering the Entire Industry 40:00 – Seed Investing Is Dead? Jason Calacanis Changes Strategy 57:00 – SaaS Is in Trouble: AI Is Accelerating Terminal Decay 01:15:00 – Why Greylock Said No to Billions of Extra Dollars

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