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

20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance

January 29, 2026·1 hr 16 min·5 clips

The final nail for SaaS companies might be an AI bill they simply can't pay.

Harry Stebbings and guests Jason Lemkin and Rory Driscoll analyze major tech news, including Brex's $5.15B acquisition by Capital One, soaring AI inference costs at Anthropic, and OpenEvidence's $12B raise. They explore themes like hubristic financing, the AI bubble, and the challenges of subscale IPOs, offering insights into venture capital dynamics and market trends.

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