Public Market Collapse | SpaceX Completes Acquisition of xAI & Microsoft's $360B Market Cap Loss скачать в хорошем качестве

Public Market Collapse | SpaceX Completes Acquisition of xAI & Microsoft's $360B Market Cap Loss

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 01:25 SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 10:39 The Rehabilitation of the IPO and the End of "State Private Forever" 18:13 The 2026 SaaS Massacre: Public Market Collapse 30:15 Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded 48:10 Microsoft's $360 Billion Market Cap Loss & the Shift in AI Narrative 53:43 Nvidia's Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment 01:07:10 Waymo Raises $16 Billion at a $110 Billion Valuation 01:23:11 The Launch of OpenClaw & Moltbook: 1.5 Million Agents Join a Social Network ---------------------------------------------------------------------------------------------- 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 #spacex #xai #twitter #elonmusk #microsoft #saas #nvidia