Market Valuation & Investment - Databricks' valuation reaching $100 billion is discussed, questioning whether it's a bubble or justified growth [1] - The discussion includes whether Databricks is undervalued at 25x revenue [1] - The potential for Andreessen's investment in Databricks to yield returns of $30 billion or more is analyzed [1] Financial Performance & Fintech - Nubank's $2.5 billion profit is highlighted, positioning it as a leading FinTech company [1] - CoreWeave's $11 billion debt acquisition is examined, questioning its viability as a smart investment or a high-risk venture [1] Emerging Trends & Risks - The potential return of Chamath's SPACs is viewed as a possible indicator of a market bubble [1] - A founder raising $130 million and then stepping away raises questions about changing norms [1] - The discussion explores whether AI spending will reach trillions or if it's overhyped [1] Venture Capital & Secondary Markets - The ethics of OpenAI staff potentially cashing out billions in secondary shares is debated [1]
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19
20VC with Harry Stebbings·2025-08-21 13:57