The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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?
18 Dec 2025
Chapter 1: What is Lightspeed's $9 billion fundraise about?
Tick, tick, insert $9 billion.
Chapter 2: How do mega funds impact seed VCs?
All these leaders not IPOing is the greatest gift of venture in our lifetimes.
Chapter 3: What does the supercycle of growth mean for late-stage investments?
It's playing the growth super cycle bet today.
Chapter 4: What are the implications of Disney's $1 billion investment in OpenAI?
That's the winning play.
Chapter 5: Is now the right time to buy Oracle after its market hit?
There is nothing as terrifying as a high growth bet that slows down.
Chapter 6: What does Broadcom's market cap drop mean for the AI chip orders?
This is the epicenter of the enterprise AI revolution right now.
Chapter 7: How does Cursor's competition with Figma change design tools?
You got to make yourself cool because 30% growth, that's what's cool.
Chapter 8: Will SpaceX's IPO reach $1.5 trillion and what factors influence it?
What I realized is you have to factor in what I'm now going to refer to as the EOV, the Elon option value. You can't run the numbers on SpaceX and come up with 1.5 trillion. You just can't.
This is 20VC with me, Harry Stebbings. It is my favorite show of the week. Jason Lemkin, Rory O'Driscoll, the biggest news in tech, no politics. This week, we discussed Lightspeed's $9 billion fundraise. Will Elon be able to take SpaceX public at $1.5 trillion? And
All the goings-on that happened at OpenAI HQ, Disney's $1 billion investment, topping the charts for the App Store this year, and so much more. As always, I want this show to be the best episode you listen to in a week. Let me know what we can do to make it better. Harry at 20VC.com. But before we dive into the show today, now most people who get scammed never talk about it.
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