Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR скачать в хорошем качестве

Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:16 Anthropic vs The Pentagon: Who Wins 17:01 Was Sam Altman Wrong to Take the Deal 23:29 OpenAI's $110BN Mega Round: The Breakdown 27:44 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk 34:42 Why We Got the SaaS Apocalypse Wrong? 43:09 Why Salesforce Could be the Best Buy in Public Markets 49:03 Block Lays Off 40% of Team: AI or Overhiring 01:02:45 Cursor Hits $2BN in ARR… so not Dead? 01:17:01 How to Pick Winners in AI? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram:   / 20vchq   Follow 20VC on TikTok:   / 20vc_tok   Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #anthropic #openai #cursor #ai #elonmusk #saas #samaltman