Agenda:
04:00 – Anthropic Raises $13BN: The Analysis?
19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI?
27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness?
36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead?
48:00 – Is Jensen Huang right there will be $4TRN in AI gains?
57:00 – Will AI wipe out SaaS margins with 10% GPU taxes? Or is Notion the exception?
Items Mentioned in Today's Episode:
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