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20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin
Startups and entrepreneurship

20VC: Taking on NVIDIA: Fractile CEO on the Future of Chips | What Everyone Gets Wrong About Capex Spending | The Winners and Losers in Neo Clouds with Walter Goodwin

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 14.11.2026 76 min
Kuuntele Spotifyssa

Walter Goodwin is the founder and CEO of Fractile, the British chipmaker taking on Nvidia in the race to make AI models answer faster. Fractile has raised $940M, including a $720M Series C that valued the company at $7.5BN. Thrive, Founders Fund, Lightspeed and Redpoint led the latest round.  AGENDA: 0:00 Can the world build enough chips for the AI…

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20VC: Jensen Huang Investigation: What Happens Now | Sequoia Leave London, Close Scout Program and End Evergreen Fund | NASDAQ Loses $2.5TRN in 24 hours | Anthropic targets $1.4TRN IPO valuation

20VC: Jensen Huang Investigation: What Happens Now | Sequoia Leave London, Close Scout Program and End Evergreen Fund | NASDAQ Loses $2.5TRN in 24 hours | Anthropic targets $1.4TRN IPO valuation

AGENDA: 03:47 Sequoia exits London and ends its scout program 14:46 Nvidia board opens inquiry into Jensen Huang 21:51 Nasdaq…

12.11.2026
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?

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…

09.11.2026
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

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

Scott Wilson is the CIO of WashU, one of the best-performing endowment funds in the world. Under his leadership, Scott…

07.11.2026
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

AGENDA:  04:00 OpenAI Cuts Valuation to $1.25 Trillion as Fundraise Shrinks 08:00 Google Loses $500 Billion as AI Stocks Sell…

05.11.2026
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…

02.11.2026
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?

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?

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

31.10.2026

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