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.
More from Companies & People
- OpenAI kicks off first DevDay Exchange of the year in Bengaluru — paw_lean · 2026-10-15
- Dan Shipper: run product and labs in parallel, even with a labs team of one — danshipper · 2026-10-15
- AI Safety PhD Quits in Final Year After 15 Papers at Technion — IgorCarron · 2026-10-15
- Cohere to scale Aisle's agent-driven cyber defense for air-gapped critical infrastructure — aidangomez · 2026-10-15
- curl maintainer confirms: Aisle found 29 new CVEs in curl, rival Mythos found zero — aidangomez · 2026-10-15
- Cohere acquires Aisle, whose defensive cyber tech found 200+ High/Critical CVEs in curl, FFmpeg and more — aidangomez · 2026-10-15