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

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

20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

Nov 13, 2025 · 01:15:50

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✨ AI Summary

Sequoia's leadership transition and Michael Burry's shorts on NVIDIA and Palantir.
Gamma raises $100M at $2BN valuation; questions about defensibility in AI.
Analysis of Datadog's surge and Duolingo's crash, exploring market dynamics.

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