20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
It's like dealing with a deranged madman trying to estimate what the street will do. I spend no time on this. You don't need half your company and Palantir and Shopify are proving it. You don't need half your company. He's ruthless, Zuck's ruthless, Carp's ruthless.
And if you think you're gonna win in B2B, if you're not ruthless, you're gonna lose. Okay, let's look at Shopify for a minute. From peak employee was was 2022, 11,600 employees. Since then, revenue has grown 91%. Pretty impressive for a company at 11 billion revenue.
And employees have gone down from 11,600 to 8,100. Gone down while revenue is up 91%. It's time for my favorite show of the week. This is 20 VC with me, Harry Stebbings. Now today we break down the best earnings quarters for some freaking insane companies, Datadog, Shopify,
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