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

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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Episoder(1530)

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AGENDA:  04:00 Anthropic Files S-1 Ahead of $2TRN IPO 14:50 Microsoft Offers Buyouts to 60,000 Employees 20:45 Zuckerberg Taps Equity Markets for $95 Billion AI Spending Spree 23:00 DeepSeek Raises $1...

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20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More

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26 Okt 26min

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24 Okt 1h 9min

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AGENDA:  04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups 13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom 18:50 Anthropic's IPO Valuation Could Fall From $2...

22 Okt 1h

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