20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M | Softbank Borrows $5BN Against ARM Holding to Invest More Into OpenAI

<p dir="ltr">AGENDA:</p> <p dir="ltr">03:44 Rory Is So Old He Worked with Arthur Rock!!!</p> <p dir="ltr">07:28 Goldman Sachs Acquires Industry Ventures for $665M</p> <p dir="ltr">16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta</p> <p dir="ltr">29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI</p> <p dir="ltr">39:35 More Data Centres Than Offices: Are We In a Bubble</p> <p dir="ltr">43:28 Where is the Alpha in Venture in 2025</p> <p dir="ltr">51:48 What 90% of Managers Get Wrong About Portfolio Management</p> <p dir="ltr"> </p> <p dir="ltr"> </p> <p> </p>