20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets

20VC: GoPuff's Rafael Ilishayev on How GoPuff...

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20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

AGENDA: 00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack 04:31 NVIDIA's $12BN Poolside Deal Exposes Frontier AI's Capital Wall 15:39 NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN 26:55 OpenAI Confirms 2027 IPO as Anthropic Seizes the Lead 40:42 Hugging ...  Show more

20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek

Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies including Rillet, Tacto, and Auctor. Before joining Sequoia, Julien spent five years at Accel, where he worked with companies including Mir ...  Show more

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