20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

AGENDA:

04:20 Elon's Deal of the Decade: SpaceX Buys Cursor for $60BN
06:10 Why Cursor Was Surprisingly Cheap at $60BN
07:00 Why Zuckerberg Failed to Buy the AI Prize Elon Secured
12:00 Elon vs Zuck: Who Would You Rather Work For?
14:00 Will Microsoft or Amazon Now Race to Buy Cognition?
17:05 Stripe's $7BN OpenRouter Deal Creates Huge VC Winners
25:00 OpenRouter's Fatal Risk: Enterprises Don't Want 10 Models
28:15 Anthropic Turns Its First Profit on $11.5BN of Quarterly Revenue
32:15 Can Anthropic Really Reach $600BN in Revenue?
37:00 Why Every Elite Engineer Could Soon Get $100K in AI Tokens
39:30 Would Rory Buy Anthropic at a $2.5TN Valuation?
44:50 Silver Lake's $43BN Workday Bet: SaaS Isn't Dead, It's Mature
53:00 How Silver Lake Could Make $30BN From Workday
57:00 Lovable vs Higgsfield: Similar Revenue, Radically Different Valuations
58:00 Is Lovable's $13.3BN Price Actually Cheap?
63:30 Why the DOJ Is Coming After Andreessen Horowitz
69:00 Why A16Z Has "50 Legal Battles" Happening at Once

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Jaksot(1520)

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20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

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AGENDA: 04:35 Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom? 10:30 OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028? 12:55 Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival? 17...

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