20VC: Groq's $20BN NVIDIA Acquisition | Manus Acquired by Meta for $2BN | Why Sam Altman Does Not Care About Dilution | Navan Trading at 4x ARR & Why Going Public Does Not Make Sense Anymore | The Rise of Invisible Unemployment and Labour Markets in 2026
Episode Description
AGENDA:
04:30 Groq Acquired by NVIDIA for $20BN: The Breakdown
17:13 Meta's $2BN Acquisition of Manus: Did They Sell Too Early
36:04 OpenAI's Stock-Based Compensation Strategy
47:42 Will AI Replace Venture Capitalists
56:13 Navan Trading at 4x ARR: Who is Good Enough to Go Public?
01:09:46 The Rise of Invisible Unemployment
01:14:21 The Future of Work and Education in an AI-Driven World