20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

It will be super interesting to see where that anthropic Q three number comes out. I've never seen a CRO flip from one competitor to another. But I just think in the AI age the definition of loyalty has changed. I think the reputational damage that you can do in a long term is gonna come back and bite you. Basically handed every other firm a weapon when they're competing on a deal saying, Is this the partner you want when things go bad? When agents pick you, it's a force of nature right now. There's a lot that's gotta happen between now and the the Anthropic IPO in the middle of November. This is twenty V C with me, Harry Stubbings, Jason Lemkin, Roryo Driscoll the Biggest news in tech, and we have a special guest joining us this week, Dave, the returned CEO of MongoDB. And today we discuss OpenAI. They are closing the gap on Anthropic, near a$70 billion run rate. Then we have the factory and the cognition debacle. Salesforce then buys listen labs for$2 billion. Reflection, could they

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