20VC: Sam Altman vs Elon Musk: The $100BN Battle | The Implosion of Thinking Machines | Can VC Survive Public Market Pricing Today? | ClickHouse and Replit's New Rounds: Analysed

If Figma isn't good enough, what hope is there for the rest of us in software? I look at my portfolio. What the hell am I going to say at board meetings this week, Rory? It's going to be the gift that keeps on giving. If you're the kind of person who slows down at a traffic accident, in other words, if you're like 90% of humanity, you're going to be slowing down every time the depots come out.

It's going to be great. If I just stayed at Stripe and just played Minesweeper, I could be worth 10 billion. Elon's in an asymmetric win-win situation and OpenAI is not. Advertising is not valueless to consumers when it's perfectly executed. This is 20 VC with me, Harry Stebbings, and it is my favorite show of the week, Jason Lemkin, Roryo Driscoll, discussing the biggest news in tech.

This week, my word, we have a lot to discuss. We have can venture survive when public markets price assets the way they are today? Sam Altman versus Elon Musk, the 100% billion dollar fight that is about to ensue, the implosion of thinking machines, Replit and Clickhouse's new multi-billion dollar rounds, this and so much more. I always want your feedback.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (78 minutes, 17,078 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.