AGENDA:
05:02 Anthropic's $10 Billion Fundraise
07:54 Has Claude Code Beaten Cursor Already
15:54 OpenAI Could Still Go to Zero
26:33 Andreessen Horowitz's $15 Billion Fundraise
45:16 The Middle is Dead: Boutique vs. Large Platforms in Venture
50:01 The Future of Venture Capital
01:08:06 The Impact of Wealth Taxes on the Industry