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20VC (20 Minute VC)
Weekly Podcast Recap

This Week in 20VC (20 Minute VC) (Nov 2 - Nov 8, 2026)

Nov 2 – Nov 8, 20263 episodes3h 10m of content

This week, 20VC examined the infrastructure and economics reshaping venture capital's current moment. From the technical limits of AI inference and post-training to seismic market corrections and billion-dollar acquisitions, the episodes reveal a market in transition—one where valuations are being recalibrated, cost structures are under scrutiny, and investors are reassessing which bets will survive the "reckoning" ahead. Across conversations with Modal's CEO and leading fund managers, a common thread emerged: the winners in this cycle will be those who understand both the technical constraints of AI and the financial discipline required to navigate what comes next.

Episodes This Week

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