{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: NVIDIA Bonanza: Buys Poolside &amp; Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption &amp; OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated","description":"AGENDA:&amp;nbsp; 00:00 NVIDIA Launches a Three-Deal Blitz Across the AI Stack 04:31 NVIDIA\u2019s $12BN Poolside Deal Exposes Frontier AI\u2019s Capital Wall 15:39 NVIDIA Moves to Back Mercor at $20BN and Perplexity at $30BN 26:55 OpenAI Confirms 2027 IPO as Anthropic Seizes the Lead 40:42 Hugging Face Draws $13BN Takeover Interest as Open Models Boom 44:56 Citadel Cashes Out 80% of Its Leopold Aschenbrenner AI Trade 51:51 AI Boom Is \u201cLess Than One-Third Over\u201d\u2014But Token Addiction Has a Price 01:04:07 Stripe Reaccelerates to 41% as AI Reshapes Software\u2019s Leaderboard 01:07:45 Instinct Security Scare Exposes Why AI Agents Still Cannot Be Trusted 01:23:55 VCs Name AI\u2019s Biggest Bubbles: Support, Defense, Humanoids and Roll-Ups &amp;nbsp; ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42569725\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/205480785"}