20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · The Twenty Minute VC
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Show Notes
AGENDA:
04:14 Anthropic's $30B Raise at $380B
06:18 Why SaaS Stocks Keep Getting Crushed
18:15 Wall Street's New Religion: AI Replaces Headcount
22:42 The Bear Case for Shopify: What Could Go Wrong?
31:51 Replit and Lovable are Proof Figma Missed Out: Figma; Buy or Sell?
48:42 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued?
54:36 OpenAI Buys OpenClaw
01:06:28 Thrive's $10B Growth Fund
01:09:10 Arif Janmohamed Leaves Lightspeed for New Firm
01:17:12 Workday's Founder Returns as CEO: Will it Work?
01:20:34 Which Founder Returns Next: HubSpot, Twilio, Gitlab?
01:24:03 Is Monday.com a Screaming Buy?
01:28:25 Jason and Harry Bet $200,000