Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more.

Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.

In Today's Episode We Discuss:

• Anthropic Eyes $900B Valuation & Andrej Karpathy's Shock Move

• Unpacking Anthropic's $30 Billion War Chest

• The True Cost of AI Tokens

• Public Tech Rebound: Figma & Datadog Crush Expectations

• The Death of Traditional Web Builders? The Decline of Wix & Squarespace

• Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable?

• Cerebras IPO Smashes Day One

• SpaceX Sets Date For the Largest IPO in History

• YCombinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit

• The Looming Backlash: Mass Tech Layoffs and the Politics of AI