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Vol. I No. 26 Saturday, October 17, 2026 Closing 12:53 PM UTC · next edition 10:00 AM UTC
Publishing

20VC · YouTube

Printed in Watch · youtube.com
Publishes about 3 a week · last piece Oct 15, 2026

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How often

about 3 a week, by the archive: 11 pieces since Sep 19, 2026.

12 weeks agothis week

Latest pieces

  1. Oct 15, 2026Watch
    Valar Atomics Sues Day One Ventures | Meta's Back to the AI Frontier | NVIDIA's $30B Reflection Deal
  2. Oct 12, 2026Watch
    Atlassian CEO: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models
  3. Oct 8, 2026Watch
    Cognition vs Factory | Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B
  4. Oct 5, 2026Watch
    Menlo’s Venky Ganesan on Going All-In on AI, Anthropic & Why Venture Has Changed Forever
  5. Oct 3, 2026Watch
    Crusoe CEO: Why Everyone Gets GPU Depreciation & AI Energy Costs Wrong
  6. Oct 1, 2026Watch
    AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B
  7. Sep 28, 2026Watch
    The Untold Story of Higgsfield | Burning $4M a Month on AI Models | CEO, Alex Mashrabov
  8. Sep 26, 2026Watch
    The Ads Business Model Will Die & Lessons from Working with Elon at Twitter | Parag Agrawal
  9. Sep 24, 2026Watch
    Meta's Muse Hits #1 | Menlo Sounds the AI Bubble Alarm | Keith Rabois vs Airwallex: Who is Right?
  10. Sep 21, 2026Watch
    Daniel Dines on Why AI Can't Replace Humans in Enterprise & Why Europe is Falling Behind
  11. Sep 19, 2026Watch
    How Many Will Actually Get Built & Is Energy AI's BIGGEST Bottleneck? | Positron AI Co-founder

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