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?

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