20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind: Are Incumbents Losing Ground

20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind: Are Incumbents Losing Ground

Agenda:

00:00 – Meta's $14.8B Deal for Scale: The Analysis

05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave?

13:00 – Who is the Winner from All Scale Customers Leaving?

21:30 – Who Made the Most Money From Scale?

24:00 – LPs Just Got $14B Back. Are They Reinvesting?

26:45 – Chime IPO: The Breakdown

29:20 – Ramp Hits $16B Valuation: Are We Back in 2021?

31:10 – Ramp vs Brex vs Mercury: Who's the Real Winner?

34:00 – Gusto Going Public with $900M in ARR???

36:40 – Dropbox vs Glean: Can the Old Guard Survive the AI Wave?

38:50 – Is Slack Dead as a Platform? Salesforce Shutdown Slack API?

41:15 – Will China Dominate AI? The Bets Are In

43:00 – S&P Prediction, iPhone Assembly in the US, and Rory's Rants

Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile's Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.

Avsnitt(1449)

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AGENDA:  04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX. 07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense. 11:00 — ...

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20 Apr 53min

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20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

AGENDA: 00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 05:56 — Why Mythos is a Quantum Leap in Cyber Risk 10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amod...

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