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20VC: From $8BN to $19BN: Inside WashU’s Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson
Startups and entrepreneurship

20VC: From $8BN to $19BN: Inside WashU’s Endowment Fund | SpaceX Made Up 20% of Our AUM | Why Europe and China Has So Much Opportunity | The Reckoning That is Coming for AI Companies with Scott Wilson

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 07.11.2026 58 min
Kuuntele Spotifyssa

Scott Wilson is the CIO of WashU, one of the best-performing endowment funds in the world. Under his leadership, Scott has grown the endowment from $8BN to $19BN today. At one point, SpaceX was over 20% of the entire value of the endowment.  AGENDA:  00:00 – How WashU Built One of the Best-Performing Endowment Portfolios in the World 04:00 –…

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20VC: Mistral CEO on Why Energy Is Not the Bottleneck to AI | Why OpenAI and Anthropic Will Come for Your Business | The Future of the Inference Market | Are Chinese Open-Source Models Truly Safe?

Arthur Mensch is the Co-Founder and CEO @ Mistral, the last remaining hope for frontier intelligence in Europe. Mistral has…

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20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation

20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation

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20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO

20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO

Erik Bernhardsson is the Co-Founder and CEO of Modal, the AI infrastructure platform for training models, running inference and powering…

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20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

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David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early…

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20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct’s Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree

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AGENDA:  04:00 Anthropic Files S-1 Ahead of $2TRN IPO 14:50 Microsoft Offers Buyouts to 60,000 Employees 20:45 Zuckerberg Taps Equity…

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20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More

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