20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
About this episode
AGENDA:
00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results
04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came
15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat?
21:59 – Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets
28:50 – Palantir's Home Run: Why Big Companies Spend Big Money on AI
38:43 – Apple's Quiet Consistency & The Stealth Inflation of Memory Chips
41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration
50:50 – Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend
01:05:59 – Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market
01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries
01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"
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