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20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff
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Manage episode 502880242 series 73567
AGENDA:
00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War?
05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is?
09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers?
18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S***
23:40 – Are SDRs really screwed by AI… or just evolving?
26:10 – Benioff on Who Wins: OpenAI or Anthropic?
30:00 – Nat Friedman reports to Alex Wang: Genius move or career downgrade?
34:00 – Anthropic’s $10B round: Have we hit peak AI hype?
47:00 – Klarna’s wild ride: From $45B to $6B to IPO at $15B
55:00 – Inside a16z’s seed machine: 72 bets vs Sequoia’s 27
57:45 – Martìn Casado: Is consensus investing dangerous—or the only game?
01:05:00 – The big lesson: consensus, contrarian, and why investing is harder than ever
1354 episodes
20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 08, 2025 07:17 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 502880242 series 73567
AGENDA:
00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War?
05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is?
09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers?
18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S***
23:40 – Are SDRs really screwed by AI… or just evolving?
26:10 – Benioff on Who Wins: OpenAI or Anthropic?
30:00 – Nat Friedman reports to Alex Wang: Genius move or career downgrade?
34:00 – Anthropic’s $10B round: Have we hit peak AI hype?
47:00 – Klarna’s wild ride: From $45B to $6B to IPO at $15B
55:00 – Inside a16z’s seed machine: 72 bets vs Sequoia’s 27
57:45 – Martìn Casado: Is consensus investing dangerous—or the only game?
01:05:00 – The big lesson: consensus, contrarian, and why investing is harder than ever
1354 episodes
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