20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

2026-10-01 · 79 min · 12 entities

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Asserted relationships

→ hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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Feed category: News
→ discusses Investing concept

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Feed category: Investing
→ discusses Tech News concept

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Feed category: Tech News

Entities found in this episode

concepts 9

mentioned Business concept

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evidence rules-v5
Feed category: Business
mentioned Investing concept

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evidence rules-v5
Feed category: Investing
mentioned Tech News concept

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evidence rules-v5
Feed category: Tech News
discusses Business concept

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evidence rules-v5
Feed category: Business
discusses News concept

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evidence rules-v5
Feed category: News
discusses Investing concept

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evidence rules-v5
Feed category: Investing
discusses Tech News concept

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evidence rules-v5
Feed category: Tech News
mentioned CEO concept

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CEO
mentioned IPO concept

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IPO

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-v5
Feed author/publisher: Harry Stebbings

companys 1

mentioned AMD company

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AMD

Episode description as stored

AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments 10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta 25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B 39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20% 43:00 AI Startup Seeks $10B Valuation Just One Week After Seed 47:00 Modal Hits $15B Valuation as Baseten Eyes $26B 54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get 57:00 Oura Pulls IPO After Targeting a $16B Valuation 01:03:00 Nubank Eyes $8–12B Monzo Takeover 01:08:00 Bessemer Raises $5.75B as NFX Switches to Its Own Capital 01:14:00 Anthropic Founders Move to Lock In 50.1% Voting Control