20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

Nine billion doesn't clear the bar for seed investing in twenty twenty six. Let me tell you one thing I guarantee. If you get fifteen X on your failures eventually, you'll die a rich man. The V C money went out on antropic and open AI long ago, which is why no VC owns more than one or two percent of either of them. What if it all goes right? Entry price for any of these winners doesn't matter.

They'll go at whatever price they get in twenty seven,'cause they can't wait any longer. If danger can be described as the absence of choice. They were now in danger. It's all about code. That's the only sounds that matter. Your time is, you know, the entire US G DP. Thanks. Thanks a bunch, Dow. Yeah. Good to know. I think you have to believe we're less than a third of the way through this cycle. Jesus Christ, if thirty percent of my company leaves to go work for Harvey, I'm dead in the water.

Silicon Valley forgets every three years that the average American is not trying to be efficient. Welcome back to another week with the trio. This is my favorite 20 VC of the week. So we have Jason Lamkin, Rory O'Driscill, and me discussing the biggest news that happened this week, and how NVIDIA are going fast. One, they're buying poolside for$12 billion. Two, they're investing in McCall's$20 billion price round. Three, they're investing in Perplexity's$30 billion price round. Then we move to OpenAI, where CFO Sarah Fryer says, Hey, we're definitely going public this year. Well, they had no choice, science to Anthropic also doing the same. And then we discuss a really tough week in the public market. Markets for a lot of the biggest AI names, what to expect moving forwards, and whether this is a short term or a long term, and how to think about that moving forwards. But before we dive into the show today, when you're building a company, you learn that trust is what closes deals. You may have the best product, but no buyers will sign these days without proof of your security. Here's what happens if you're not prepared.

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