20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:22 Sequoia's Leadership Transition</p> <p dir="ltr">09:46 Michael Burry's Big Short on Nvidia and Palantir</p> <p dir="ltr">17:41 Gamma Raises $100M at a $2BN Valuation</p> <p dir="ltr">32:34 Does Defensibility Exist Today When Copying is Easy</p> <p dir="ltr">40:31 Should All Funds Be Way More Diversified</p> <p dir="ltr">47:12 How to Run a Fundraising Process & What Not To Do</p> <p dir="ltr">57:57 Datadog Surges 20% and Duolingo Crashes: What Happened</p> <p dir="ltr"> </p> <p dir="ltr"> </p>