20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

Agenda:

04:00 – Anthropic Raises $13BN: The Analysis?

19:00 – Is Zuck's $14BN Scale bet the biggest blunder in AI?

27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?

36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?

48:00 – Is Jensen Huang right there will be $4TRN in AI gains?

57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?

Items Mentioned in Today's Episode:

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