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

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

Author: Harry Stebbings May 28, 2026 Duration: 1:25:19

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

 


Hosted by Harry Stebbings, The Twenty Minute VC (20VC) pulls back the curtain on the high-stakes worlds of venture capital and startup building. Each episode is a compact, twenty-minute dive into the minds shaping the future of technology. You’ll hear candid conversations with legendary investors, the very individuals who fund and guide the next generation of companies, featuring voices like Sequoia's Doug Leone and Benchmark's Bill Gurley. Beyond the capital, this podcast dedicates time to the founders themselves. Weekly, Stebbings sits down with transformative entrepreneurs such as Spotify's Daniel Ek, LinkedIn's Reid Hoffman, and Snowflake's Frank Slootman, unpacking the real journeys behind their iconic companies. The format is direct and focused, cutting straight to the core insights on funding strategies, pitch dynamics, and the personal philosophies that drive success. Tuning into this podcast means gaining an unfiltered perspective from both sides of the table, all delivered in a concise and accessible style that fits into your day.
Author: Language: English Episodes: 50

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Podcast Episodes
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Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million…
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