The Twenty Minute VC
20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
Apr 09, 2026
· 1h 27m
<p dir="ltr">AGENDA:</p> <p dir="ltr">03:59 — Anthropic Surpasses OpenAI in Revenue</p> <p dir="ltr">12:43 — OpenAI Management Reboot</p> <p dir="ltr">18:24 — OpenAI Buys TBPN</p> <p dir="ltr">29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation</p> <p dir="ltr">37:21 — Doug Leone Returns to Sequoia Capital</p> <p dir="ltr">41:14 — YC Kicks Out Delve</p> <p dir="ltr">45:21 — The Rise of Open Router</p> <p dir="ltr">57:59 — Supabase Targeting $10B Valuation</p> <p dir="ltr">01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward</p> <p>01:17:25 — The $1.8B …
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