# 20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

Page: https://stenobird.com/podcast/twenty-minute-vc/20vc-jensen-s-open-weights-letter-travis-kalanick-raises-1-7b-for-atoms-google-cloud-grows-82-but-the-market-tanks-francisco-partners-raises-21bn-etched-raises-300m-to-take-on-nvidia
Text version: https://stenobird.com/podcast/twenty-minute-vc/20vc-jensen-s-open-weights-letter-travis-kalanick-raises-1-7b-for-atoms-google-cloud-grows-82-but-the-market-tanks-francisco-partners-raises-21bn-etched-raises-300m-to-take-on-nvidia.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-07-30T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-jensens-open-weights-letter-travis-kalanick-raises-17b-for-atoms-google-cloud-grows-82-but-the-market-tanks-francisco-partners-raises-21bn-etched-raises-300m-to-take-on-nvidia
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.67.mp3?dest-id=240976
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Duration seconds: 4650

## Resource

AGENDA: 05:00 Jensen's Open-Weights Letter Puts Anthropic on an Island 10:00 OpenAI's Model Targets Hugging Face in a Cyber-Security Scare 18:00 America's Open-Model Push Accelerates as China Looms Large 30:00 Etched Raises $300M to Take on Nvidia 34:00 Google Cloud Grows 82%—So Why Did the Market Panic? 41:00 Travis Kalanick Raises $1.7B for Atoms and Physical AI 51:00 Francisco Partners Raises $21B: Can Private Equity Still Save SaaS? 1:00:00 Mark Pincus Says Quit When It's Too Hard—Jason Lemkin Erupts 1:07:00 Stripe vs Revolut: Which $100B+ Fintech Would You Own?

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