20VC: CoreWeave sell-off sparks panic, Modal raises $750M at $15.75B
20VC · rss · 2026-10-22
This 20VC episode examines AI valuation froth and shifting VC logic:
- "Trillion or Bust": top VCs now reject fast-growing startups that lack trillion-dollar potential
- CoreWeave's share sell-off fuels fears of cracks in the AI boom
- Anthropic's IPO valuation could slip from $2T to $1.5T
- Modal raises $750M at a $15.75B valuation as inference demand booms
- Town at $1B and Anduril at $90B: have revenue multiples lost touch?
- Berkshire doubles down on Bending Spoons; 37signals' profit machine challenges the VC model
- General Atlantic eyes an IPO; Harvard's endowment hits $68B
- Elon's flying Roadster and a $10B SpaceX share giveaway
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