20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a

20VC: The Robinhood Memo: The Early Metrics T...

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20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

AGENDA: 05:00 Jensen's Open-Weights Letter Puts Anthropic on an Island 10:00 OpenAI's Model Targets Hugging Face in a Cyber-Security Scare 18:00 America's Open-Model Push Accelerates as China Looms Large 30:00 Etched Raises $300M to Take on Nvidia 34:00 Google Cloud Grows 82%—So ...  Show more

20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo

Matt Murphy is a Partner at Menlo Ventures, who just raised $3 billion in fresh capital, its largest pool ever. Matt's portfolio includes Anthropic, Lovable, Legora, OpenRouter, Chai Discovery, Axiom, OpenEvidence and more. AGENDA: 00:00 Why Menlo Broke All Its Investing Rules to ...  Show more

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