20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
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I don't buy Dario anymore. So I'm pretty bullish actually on OpenAI and the enterprise. I think it's a two-way fight. Entropic has the advantage of clarity and focus. OpenAI has the advantage of the consumer business.
If your agents are only 60% as good, you're in a slow death spiral. It appears to be the most expensive IPO at scale of all time. The Elon discount rate is zero. And the Elon probability of failure rate is zero to get to 2 trillion. I can't open the strait of Hormuz myself.
I can't do this like enough already. Let me just use my tokens. This is 20 VC with me, Harry Stebbings, and it's my favorite show of the week. Rory O'Driscoll, Jason Lempkin analyzing the biggest news in tech this week. Anthropic unveils mythos.
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