20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US

2025-09-25 · 80 min · 11 entities

episode page audio

Asserted relationships

→ hosted by Harry Stebbings person

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evidence rules-v4
Feed author/publisher: Harry Stebbings
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ discusses News concept

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evidence rules-v4
Feed category: News
→ discusses Tech News concept

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Feed category: Tech News

Entities found in this episode

concepts 8

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned Tech News concept

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evidence rules-v4
Feed category: Tech News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News concept

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evidence rules-v4
Feed category: News
discusses Tech News concept

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evidence rules-v4
Feed category: Tech News
mentioned ARR concept

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ARR

persons 2

mentioned Harry Stebbings person

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Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

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evidence rules-v4
Feed author/publisher: Harry Stebbings

companys 1

mentioned NVIDIA company

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NVIDIA

Episode description as stored

AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42: Notion Hits $500M ARR Re-Accelerating 01:09:42 Why Founder Friendly is Total BS Today