20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
The PE on Nvidia, to give that soundbite that I love, it's lower than the PE on Costco. I don't care about your talk. I don't want to hear about your pilot. I want to smell that your team is in hyperaggressive mode. If it is, I think you can come back.
I do not think you can push your team too hard. I think you should push them as hard as the business needs to go. And if they leave, it's great. Salesforce could be the next Google. It could be in 18 to 24 months we could be like, oh my God, Asian Force crushed it.
We all these startups, we didn't need them because Asian Force is so good. The great American tech mag 7 suck more of their world's profit dollars out of the rest of humanity. Go team. But before we dive into the show today. Now most people who get scammed never talk about it, and if it can happen to tech-savvy professionals, CEOs and investors, it can happen to anyone.
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