20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia

their training costs are a quarter of OpenAI. It really feels like the the investors in OpenAI got a much worse deal in the last round than the Anthropic ones did. I thought the acquisition of a TPBN was just insane. I'm gonna call bullshit on start to finish, on this whole discussion, owning a media asset invariably takes way more time than you think for way less money than you expect. See Jeff Bezos for details.

There's no way that deal is going to happen today. Like it's dead because of management change. The big three, SpaceX plus OpenAI plus Enthropic, assuming they all IPO, and certainly SpaceX will in the next 12 months, their value at IPO will exceed every other IPO for the last 20 years. This is 20 VC with me, Harry Stebbings. It's my favorite show of the week.

Roryo Driscoll, Jason Lemkin analyzing the biggest news in tech. every week. So what do we have on the agenda this week? OpenAI reboots management team. OpenAI buys TBPN.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (87 minutes, 18,726 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.