20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

We may be at the stage where we throw the humans under the bus, not the AI anymore, which I think at some level is pretty terrifying. I think shooting it in the head is even more significant. A big part of the whole strategic direction of the company was flawed. You're seeing the economists, the accountants have wandered into the room and they said, we have a scarce resource here, let's optimize it, let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index.

This is one where it's just backass. Barkwards. And there's I I don't believe there's right or wrong in money, there's just money. I just don't think raising at five or eight billion when you're at 80 million or 100 million of suspect error is the most exciting accomplishment in the world. Let me be direct, get the fuck over it.

You should conform your company around your customers and your model, not your VCs. Being mean to a billionaire is actually a feature. This is 20VC with me, Harry Stebbings, and it's my favourite show of the week. Rory O'Driscoll, Jason Lempkin analyzing the biggest news in tech. So we start with Anthropic's Monster Week, we move to OpenAI killing Sora, and hitting 100 million ARR on ads, and then we finish on the man with the biggest balls in tech, Massa, getting $40 billion loan to buy more open AI stock for Softbank.

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