20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation
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I think Zuck's had a lonely stretch. There's a material chance Meta has uh just a monster AI product on its hands. We roughly generated twenty plus or minus decorns per decade for the last five decades. And we generated, what did you say, forty-two decorns in less than a full year of this decade. I think everyone without massive scale is living a worse pocalypse than in March or April. I don't think we should be breathing any sighs relief. This is twenty VC with me, Harry Stabbings now, Jason Lamkin, Roryo Driscoll, the biggest news in tech. What is on the agenda today? My word, the salaciousness, we have Valor Atomics, Suze's own pre seed investor, day one, and the pro rata debate that ensued on Twitter. Then we have Meta, Zuck, and Alex Wang. The bromance is real, they're crushing it with Muse Wonder, their new model, just shy of Opus, and then Big tech, they go shopping. Amazon in talks to buy Descartes and NVIDIA circling around reflection for a whopping thirty billion dollars. This and so much more later today.
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