A moment from the episode
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · September 24, 2026
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
Clip · 1:00:24 – 1:03:49
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This moment
Lagora hit $200 million ARR but reported minus 50% margins, causing investor caution.
“If the margins were minus 50% and going down, I might be slightly nervous.”
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