20VC: Nvidia's spending spree, IPO rumors, and AI bubbles
20VC · rss · 2026-08-27
This 20VC episode discusses Nvidia's aggressive investment strategy in the AI stack, including rumored mega-deals with Poolside, Mercor, and Perplexity. It also covers OpenAI's confirmation of a 2027 IPO, Anthropic's revenue assumptions, potential takeover interest in Hugging Face, and sectors VCs believe are overinflated bubbles like customer service, defense, and humanoids.
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