20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?
2025-12-18 · 82 min · 11 entities
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Episode description as stored
AGENDA:
03:32 Lightspeed's $9 Billion Fundraise
05:20 The Impact of Mega Funds on Seed VCs
10:09 The Supercycle of Growth and Late-Stage Investments
13:06 Disney Invests $1BN into OpenAI and What It Means
23:19 Oracle Hit Hard: Is Now the Time to Buy
28:34 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders
35:04 Cursor Competes with Figma: The Convergence of Design and Coding Tools
46:20 The Biggest Danger for Incumbents: Being Maimed by AI
55:28 Boom Supersonic Raising $300M to… Power Data Centres… WTF
01:00:24 Will SpaceX IPO at $1.5TRN and The Elon Option Value