20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees

AGENDA:

00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move

04:46 – Unpacking Anthropic's $30 Billion War Chest

10:52 – The True Cost of AI Tokens: Is Salesforce Spending Too Much?

15:59 – The Bear Case for Token Growth & Why Software Leaders Must Adapt

22:56 – Public Tech Rebound: Figma & Datadog Crush Expectations

26:59 – The Death of Traditional Web Builders? The Decline of Wix & Squarespace

36:59 – Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable?

45:59 – Cerebras IPO Smashes Day One: The Biggest Tech Public Debut Since Snowflake

48:17 – SpaceX Sets Date For the Largest IPO in History

57:28 – Y Combinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit

01:11:57 – The Looming Backlash: Mass Tech Layoffs and the Politics of AI

20VC: