AGENDA:
03:30 Can VC Survive With Public Market Prices Today
15:20 The Implosion of Thinking Machines
21:13 Elon Musk vs. OpenAI: The Legal Battle
40:50 Can OpenAI Win Ads?
55:50 ClickHouse's $15BN Deal: Analysed
58:55 Replit's $9BN Deal: Analysed
01:08:35 There Are Only Two Types of Deals VCs Want To Do Today