{"podcast":{"title":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","slug":"twenty-minute-vc","podcast_index_feed_id":938150,"rss_url":"https://thetwentyminutevc.libsyn.com/rss","website_url":"http://www.thetwentyminutevc.com/","image_url":"https://static.libsyn.com/p/assets/d/2/b/a/d2ba673c1d134c2be55e3c100dce7605/WhatsApp_Image_2024-10-28_at_11.39.21.jpeg","author":"The Twenty Minute VC","episode_count":1462,"summary":"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.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/twenty-minute-vc"},"episode":{"title":"20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before","slug":"20vc-anthropic-raises-45bn-but-falls-short-on-compute-openai-crushes-with-gpt5-5-and-codex-back-in-the-game-china-blocks-manus-2bn-deal-to-meta-thoma-bravo-hand-back-medallia-keys-to-creditors-why-google-is-a-bigger-buy","published_at":"2026-04-30T07:07:00+00:00","page_url":"https://stenobird.com/podcast/twenty-minute-vc/20vc-anthropic-raises-45bn-but-falls-short-on-compute-openai-crushes-with-gpt5-5-and-codex-back-in-the-game-china-blocks-manus-2bn-deal-to-meta-thoma-bravo-hand-back-medallia-keys-to-creditors-why-google-is-a-bigger-buy","show_page_url":"https://stenobird.com/podcast/twenty-minute-vc","url":"https://thetwentyminutevc.libsyn.com/20vc-anthropic-raises-45bn-but-falls-short-on-compute-openai-crushes-with-gpt55-and-codex-back-in-the-game-china-blocks-manus-2bn-deal-to-meta-thoma-bravo-hand-back-medallia-keys-to-creditors-why-google-is-a-bigger-buy-than-ever-before","audio_url":"https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.54.mp3?dest-id=240976","summary":"AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 \"Compute ≠ Revenue\": The First Crack in the AI Business Model 20:30 China Blocks $2B Manus Deal — AI Cold War Escalates 34:10 Why Google May Be the Biggest Winner in AI Infrastructure 41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva 46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out 52:10 The Collapse of Private Equity Exit Routes in VC","meta_description":"AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Wh…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5150,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/twenty-minute-vc/episodes/20vc-anthropic-raises-45bn-but-falls-short-on-compute-openai-crushes-with-gpt5-5-and-codex-back-in-the-game-china-blocks-manus-2bn-deal-to-meta-thoma-bravo-hand-back-medallia-keys-to-creditors-why-google-is-a-bigger-buy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/twenty-minute-vc/20vc-anthropic-raises-45bn-but-falls-short-on-compute-openai-crushes-with-gpt5-5-and-codex-back-in-the-game-china-blocks-manus-2bn-deal-to-meta-thoma-bravo-hand-back-medallia-keys-to-creditors-why-google-is-a-bigger-buy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}