20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
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massive market overreaction to a to a proof of concept. Give me an F and break if I'm Sequoia or whatever. If you're a software product and you don't think AI is going to disrupt not just how you build, but what you build, then you actually probably want to actively short it. I think every VC is stressed right now. Let's be honest.
Who the hell is going to buy them if they don't IPO? I just worried there's some ratio of potential acquirers divided by unicorns, and I think we're at the lowest ratio of our careers. I just don't believe the hyperscalers are gonna buy these companies. Basically, it's win or die. That's a risk.
I would have a code red on this. This is 20 VC with me, Harry Stebbings. It's my favorite show of the week. Jason Lemkin, Rory O'Driscoll, and the biggest news in tech. Anthropic, are they eating OpenAI's lunch?
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