Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

Jack Altman is a General Partner at Benchmark and the co-founder and Executive Chairman of Lattice, the $3BN people management platform used by thousands of companies globally. Prior to Benchmark, Jack founded Alt Capital and was an early investor in companies including Opendoor, Instacart, Pinterest, Gusto, and Patreon.

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 at 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's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments

• Instinct Raises $1B at a $10B Valuation to Take On Meta

• AMD Buys Fei-Fei Li's World Labs for $8.2B

• Meta Poaches MongoDB's CEO as Shares Plunge 20%

• AI Startup Seeks $10B Valuation Just One Week After Seed

• Modal Hits $15B Valuation as Baseten Eyes $26B

• OpenAI Reopens Its $200 Plan and Halves What You Get

• Oura Pulls IPO After Targeting a $16B Valuation

• Nubank Eyes $8–12B Monzo Takeover

• Bessemer Raises $5.75B as NFX Switches to Its Own Capital

• Anthropic Founders Move to Lock In 50.1% Voting Control