20VC: SpaceX Soars to $2.7TRN | Anthropi...

AGENDA:

• 00:00 — SpaceX Completes the Largest IPO in History
• 03:45 — Elon Musk Adds a Warren Buffett Fortune in 24 Hours
• 20:45 — Anthropic's Claude Fable Launches Monday, Gets Banned by Thursday
• 25:00 — Washington Declares War on Frontier AI
• 39:00 — Europe's Sovereign AI Push Accelerates as Mistral Targets $20B
• 43:30 — Benchmark Admits Its Biggest Miss: Passing on the Model Labs
• 45:15 — Salesforce Buys Fin for $3.6B and Rewrites the SaaS Survival Playbook
• 1:02:00 — Adobe Beats, Raises, and Still Crashes as AI Fears Intensify
• 1:06:30 — Why Every Legacy SaaS Company Is Trapped in an AI Death Spiral
• 1:10:00 — The AI Acquisition Window Has Officially Closed
• 1:13:00 — Nvidia at 16x Earnings vs SaaS at 8x Cash Flow: Where Should Investors Be?
• 1:17:00 — The Great Rotation: Why Wall Street Is Abandoning Software for AI Infrastructure