20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

Tools are great when the AI is part of your team for real, not VC talk, the amount of revenue that is accessible is so high. Sell shit to the people who are making AI, and if they grow, you'll sell more shit too. You just can't take that early first month explosion as seriously as you used to. It's not as defensible. The pace of evolution is so fast.

If you decide, well, what I knew six months ago is still useful, you're probably going to be wrong very quickly, right? That's what I find the most stressful about right now. But before we dive into the show today, you've heard me mention Guardiot before. They protect millions of people from phishing, scams, and online threats, but now something genuinely exciting has happened. Lovable, one of the fastest growing AI platforms, just integrated Guardio directly into their gen AI chain.

What that means? Every single site built with Lovable now gets scanned in real time. Phishing pages, impersonation sites, scam redirects are blocked before they ever go live. And that's a huge shift. It's rare to see companies take responsibility for the safety of the broader internet.

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