20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark

Maybe maybe the Pentagon is wrong and they need to buy more Anthropic and just point it at the enemy. It'll it'll bring China to its knees. When you are priced for perfection, anything less than perfection will be a kick in the nuts. If you look at all the publicly traded B2B companies, there's only one that has a competitive agent. It's Palantir.

I'm gonna say we're gonna produce 100,000 decamillionaires out of these AI leaders. Almost all the B2B software we use today is terrible now. If the only thing that's impacted here is the B2B software industry, my suspicion is the rest of the world will go, yeah, I'm willing to lose those guys. Here's the greatest dislocation if I look at the public stocks, right? Clavio versus Shopify.

This is 20 VC with me, Harry Stebbings. Now it is my favorite show of the week with Rory O'Driscoll and Jason Lemkin. This week we analyzed the biggest news in tech. What do we cover? We cover Anthropic security release, which wiped close to 10% off some of the bigger security stocks.

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