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

November 13, 2025•1h 15m

Description

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is E...

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Episode	Podcast	Published	Duration	Status

Episode	Podcast	Published	Duration	Status