{"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":1490,"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":"2026-08-01T14:19:38.626933+00:00","page_url":"https://stenobird.com/podcast/twenty-minute-vc"},"episode":{"title":"20VC: Dario and Anthropic Declare War on Open-Source | Coinbase Slash AI Spend by 50% | Kalshi's $40BN Valuation and Impending IPO | Bending Spoons: Smartest IPO of 2026 and the Year for SaaS Roll-Ups","slug":"20vc-dario-and-anthropic-declare-war-on-open-source-coinbase-slash-ai-spend-by-50-kalshi-s-40bn-valuation-and-impending-ipo-bending-spoons-smartest-ipo-of-2026-and-the-year-for-saas-roll-ups","published_at":"2026-07-02T07:07:00+00:00","page_url":"https://stenobird.com/podcast/twenty-minute-vc/20vc-dario-and-anthropic-declare-war-on-open-source-coinbase-slash-ai-spend-by-50-kalshi-s-40bn-valuation-and-impending-ipo-bending-spoons-smartest-ipo-of-2026-and-the-year-for-saas-roll-ups","show_page_url":"https://stenobird.com/podcast/twenty-minute-vc","url":"https://thetwentyminutevc.libsyn.com/20vc-dario-and-anthropic-declare-war-on-open-source-coinbase-slash-ai-spend-by-50-kalshis-40bn-valuation-and-impending-ipo-bending-spoons-smartest-ipo-of-2026-and-the-year-for-saas-roll-ups","audio_url":"https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.63.mp3?dest-id=240976","summary":"AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 Dario Escalates the AI War with China & Open-Source 22:00 Should the US Ban Chinese AI Models? 33:15 Microsoft's AI Strategy Is Breaking Down 38:00 Kalshi's $40B Valuation Signals a New Consumer Gold Rush 41:15 Has SpaceX Frozen the AI IPO Market? 43:20 Why Bending Spoons May Be the Smartest IPO of the Year 46:00 The $100B Opportunity to Buy Broken SaaS Companies 53:30 Which Software Companies Would Jason Buy Tomorrow? 1:04:30 The Great AI Talent War Is About to Get Worse 1:11:20 Every Company Is Becoming an AI Company—or Dying","meta_description":"AGENDA: 00:00 Coinbase Slashes AI Spend 50%—Is the AI Token Bubble Bursting? 12:55 Anthropic Warns Open Source Could Destroy the AI Business Model 18:10 D…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4630,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/twenty-minute-vc/episodes/20vc-dario-and-anthropic-declare-war-on-open-source-coinbase-slash-ai-spend-by-50-kalshi-s-40bn-valuation-and-impending-ipo-bending-spoons-smartest-ipo-of-2026-and-the-year-for-saas-roll-ups/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-dario-and-anthropic-declare-war-on-open-source-coinbase-slash-ai-spend-by-50-kalshi-s-40bn-valuation-and-impending-ipo-bending-spoons-smartest-ipo-of-2026-and-the-year-for-saas-roll-ups.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}