Agenda:
00:00 – Databricks hits $100B: Bubble or just the beginning?
03:15 – Is Databricks actually undervalued at 25x revenue?
07:40 – Are we on the verge of the biggest IPO wave ever?
11:30 – Can Andreessen’s Databricks bet return $30B+?
18:10 – Who really gets rich when mega-unicorns IPO?
19:30 – Is the return of Chamath’s SPACs the ultimate bubble signal?
28:00 – Should OpenAI staff be cashing out billions in secondaries?
33:30 – Founder raises $130M… then walks away. Is this the new normal?
36:30 – Nubank’s $2.5B profit: The best FinTech in the world?
48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets?
52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb?
1:11:00 – Will AI spend really hit trillions—or is it all hype?
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