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20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |

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Manage episode 500160511 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

AGENDA:

00:04 – Was GPT-5 the Biggest AI Letdown Yet?

00:17 – Is OpenAI’s Real Target Anthropic’s $6B Revenue?

00:22 – Why Anthropic Might Secretly Be Worried

00:28 – The Hidden Business Strategy Behind OpenAI’s “Underwhelming” Launch

00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?

00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?

00:38 – Why Datadog’s Best Quarter Ever Still Tanked the Stock

00:44 – Palantir’s 50% Growth at Scale – Can It Last? Is Palantir Overpriced?

00:53 – Shopify’s Ruthless Path to 91% Revenue Growth With 30% Fewer Staff

01:01 – Are Seed and Series A Valuations Now at Dangerous Highs?

01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?

01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?

  continue reading

1346 episodes

Artwork
iconShare
 
Manage episode 500160511 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

AGENDA:

00:04 – Was GPT-5 the Biggest AI Letdown Yet?

00:17 – Is OpenAI’s Real Target Anthropic’s $6B Revenue?

00:22 – Why Anthropic Might Secretly Be Worried

00:28 – The Hidden Business Strategy Behind OpenAI’s “Underwhelming” Launch

00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?

00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?

00:38 – Why Datadog’s Best Quarter Ever Still Tanked the Stock

00:44 – Palantir’s 50% Growth at Scale – Can It Last? Is Palantir Overpriced?

00:53 – Shopify’s Ruthless Path to 91% Revenue Growth With 30% Fewer Staff

01:01 – Are Seed and Series A Valuations Now at Dangerous Highs?

01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?

01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?

  continue reading

1346 episodes

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