20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

Absolutely right, on trend. Absolutely wrong on portfolio construction. It's almost like it was inevitable. If you bought in in April, May or June, you've been wiped. We did a hedge fund, but it appears it wasn't hedged. And we lost all our money in a week. In the long term average intelligence is gonna be free and the average intelligence will get smarter. Land

Permits, energy. Compute. thing that is gonna get price for the next three to five years. Yes. It's perfectly possible that there is a public market dislocation because the players at the tables might change. Yeah. Moonshot is happy, NVIDIA is happy, Enterprise is happy.

Open AI very, very sad. You're right. That's that's the dislocation. God, those were really strong numbers. I mean, all these people are selling a shit ton of compute. The Palantir can do it. They came back from fifteen percent growth four years ago. Why can't you do it, kids? Work harder. I think it's a bit of a gold rush moment. I think every consumer app will get rewritten in the next five to ten years. In the face of insatiable demand, all things are possible. This is 20 VC with me, Harry Stabbings. It's my favorite show of the week. Rory O'Driscoll, Jason Lamkin, and Wop Bold Up Nikash Aurora joins us in the studio. Oh yeah, baby. Palo Alto Networks, 280.

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