20VC: Meta's Muse hits No.1, Factory triples to $5B, Crusoe raises $3.9B — is the AI bubble overheating?
20VC · rss · 2026-09-24
This 20VC episode centers on AI bubble concerns and industry moves:
- Anthropic's $2 trillion IPO delayed — cracks in the AI boom?
- OpenAI faces $278 billion cash burn; out of money by 2028?
- Meta's Muse hits No.1 — ChatGPT finally has a rival?
- Amazon blocks AI shopping agents while Shopify welcomes them
- ChatGPT inventor launches Jev — Vercel's fastest launch ever
- A $40M seed round: is traditional seed investing dead?
- Menlo sounds the AI bubble alarm; host Harry pushes back
- Factory triples valuation to $5B; coding is the mother lode
- Legora hits $200M ARR — is $11B too rich?
- Crusoe's $3.9B round: is the data centre trade overheating?
- Keith Rabois vs Airwallex fintech feud
A wide-ranging discussion on AI valuations, bubble debates, and data centre economics.
More from Venture
- Indie dev hits 300K visitors in 9 months with zero ad spend — filiksyos · 2026-11-11
- AI chip startup Fractile raises $720M Series C for DRAM-on-processor design — Tom_Westgarth15 · 2026-11-11
- Everyone fears AI labs eating SaaS—Theo is moving faster than the labs in every direction — weswinder · 2026-11-11
- AI founder shares 'tray-table GTM': cold pitch to advertise in IndiGo's inflight magazine — devenbhooshan · 2026-11-11
- Robinhood's SEO turnaround: Top-3 keywords explode to 169K as organic traffic hits 13.9M — gaganghotra_ · 2026-11-11
- Indie maker Tibo shares the playbook behind his $8M acquisition and $1M MRR SaaS portfolio — tibo_maker · 2026-11-11