PodcastThe Twenty Minute VC (20VC): Venture Capital | Startup Funding | The PitchOctober 15, 2026
20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation
Harry Stebbings, Rory O'Driscoll and Jason Lemkin cover the Valar Atomics pro-rata dispute, Meta's Muse Wonder model, Nvidia and reflection deal rumors, Jev's raise, decacorn counts, cheaper Anthropic models, and SaaS consolidation.
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