The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

Dec 4, 2025 · 01:12:30

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✨ AI Summary

Discussion on the Thrive and OpenAI partnership and Eventbrite's $500M acquisition.
Analysis of Databricks' $134BN valuation and Pagerduty's market cap.
Exploration of the "TAM Trap" in SaaS and lessons from $100M ARR companies.

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