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Podcast: The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Episode: 20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P 500 Company Will Buy Bitcoin?
Description: Agenda: 00:00 Windsurf was deadâthen this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsedâwhat really happened 15:00 FTC rules forced a brutal deal structureâwho lost? 17:00 The investorsâ returns: who actually made money? 21:30 Will Googleâs corp dev team get fired over this? 23:00 Cognitionâs genius $220M acquisition of Windsurf: Most brilliant Deal of the Year 26:00 The biggest recruiting flex in Silicon Valley this year 35:00 âRoll your own SaaSâ is complete nonsense 38:00 Lovable vs Curso...