# 20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

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Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-05-28T07:07:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-openai-spacex-s1-drops-nvidias-81bn-revenue-quarter-cloudlfare-and-clickup-do-controversial-layoffs-exa-openrouter-and-polsia-raise-mega-rounds-uber-and-microsoft-declare-ai-roi-for-developers-is-questionable
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.58.mp3?dest-id=240976
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Duration seconds: 5119

## Resource

AGENDA: 05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat! 10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI 25:26 The Layoffs Continue: ClickUp and Cloudflare 34:39 OpenAI S1: Is it a Race? How Will it be Received? 38:28 Do Anthropic Rush Out Their IPO Also? 45:49 SpaceX S-1: "Why I Would Never Invest" 48:06 Why Colossus is a Stroke of Genius By Elon 51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX 58:04 Polsia Raises $30M at $250M Price: Is this the Peak? 01:06:08 Exa Raises at $2.2BN to Build Search for Agents 01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait

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