Results for "SaaS"
29 results
Episodes
StandardSummaries onlySpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
All-In with Chamath, Jason, Sacks & Friedberg· Apr 24, 2026
(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC in…
StandardSummaries onlyEvery Agent Needs a Box — Aaron Levie, Box
Latent Space: The AI Engineer Podcast· Mar 5, 2026
The reception to our recent post on Code Reviews has been strong. Catch up!Amid a maelstrom of discussion on whether or not AI is killing SaaS, one of the top publicly listed SaaS companies in the world has just reported…
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StandardSummaries only20VC: Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Will Systems of Record Become Valueless Databases in an Agentic World | Will LLMs Own the Value in the Application Layer with Eran Zinman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Eran Zinman· Mar 2, 2026
Understanding the strategic pivots and market dynamics in the SaaS industry, especially with the integration of AI, is crucial for B2B professionals to navigate investment decisions and anticipate future trends in enterp…
openaianthropicagentsinvesting- Intelligent report
20VC: Inside Coatue's $7BN Growth Fund: Why Price Matters Least | Why Mega Markets are the Most Important | How Mega Funds Can Still Do 5x Returns | How to Assess Durability of Revenue and Margins in AI with Lucas Swisher
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Lucas Swisher· Feb 23, 2026
In this episode of 20VC, Harry Stebbings interviews Lucas Swisher from CO2 about the intricacies of venture capital, discussing the importance of market size, the dynamics of public vs. private investments, and the evolv…
openaianthropicinvesting - StandardSummaries only
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In with Chamath, Jason, Sacks & Friedberg· Feb 7, 2026
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell (1:00:50) SpaceX a…
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20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 7, 2026
Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has le…
aiinvesting - StandardSummaries only
20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sebastian Siemiatkowski· Feb 16, 2026
Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing t…
agentsinvesting - StandardSummaries only
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 5, 2026
AGENDA: 00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 08:44 - The Rehabilitation of the IPO and the End of "State Private Forever" 15:53 - The 2026 SaaS Massacre: Public Market Collapse 31:20 - Nex…
openaiinvesting 
StandardSummaries onlyOkta's CEO is betting big on AI agent identity
Decoder with Nilay Patel· Mar 30, 2026
My guest today is Okta CEO Todd McKinnon. Okta is a platform that big companies use to manage security and identity across all the many apps and platforms their employees use. Most of us run into it as login management a…
agents- Intelligent report
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Mar 5, 2026
In this episode of 20VC, Harry Stebbings and guests discuss Anthropic's clash with the Pentagon over AI ethics, OpenAI's massive $110 billion funding round, and Block's significant workforce reduction, highlighting the e…
openaianthropicinvesting - StandardSummaries only
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In with Chamath, Jason, Sacks & Friedberg· Feb 28, 2026
(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behin…
anthropic - StandardSummaries only
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jack Altman Joins Benchmark· Feb 26, 2026
AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Resear…
openaianthropicinvesting - StandardSummaries only
20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 19, 2026
AGENDA: 04:14 Anthropic's $30B Raise at $380B 06:18 Why SaaS Stocks Keep Getting Crushed 18:15 Wall Street's New Religion: AI Replaces Headcount 22:42 The Bear Case for Shopify: What Could Go Wrong? 31:51 Replit and Lova…
openaianthropicinvesting 
StandardSummaries onlyAnthropic CEO Dario Amodei on AI Regulation 5/5/26
TechCheck· May 5, 2026
Anthropic's Dario Amodei and JPMorgan's Jamie Dimon discuss AI regulation, the Mythos rollout, and why some SaaS companies could go bust as AI reshapes the software landscape.
anthropicai-regulationinvestingmanagement- StandardSummaries only
20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Becca Lindquist· May 2, 2026
Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a category-defining data platform, building and leading high-performing sal…
aiinvesting - StandardSummaries only
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…
openaianthropicagentsinvesting - StandardSummaries only
20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Amjad Masad· Apr 25, 2026
Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation…
investing - StandardSummaries only
20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 20, 2026
Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market…
aiinvesting - StandardSummaries only
20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 16, 2026
Understanding the strategic moves of major AI players like Anthropic, OpenAI, and Meta provides insights into the evolving landscape of AI technology and its implications for cybersecurity, enterprise solutions, and comp…
openaianthropicinvesting 
StandardSummaries onlyRisky Business #825 -- Palo Alto Networks blames it on the boogie
Risky Business· Feb 18, 2026
On this week’s show, Patrick Gray, Adam Boileau and James WIlson discuss the week’s cybersecurity news. They cover: Palo Alto threat researchers want to attribute to China, but management says shush An increasing proport…
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20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 9, 2026
Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies including Deel, Mosaic, Clutch, Titan, …
anthropicinvesting 
StandardSummaries onlyAnthropic's Opus 4.6 and OpenAI's Codex: New AI Models Compete
The Jaeden Schafer Podcast· Feb 5, 2026
In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also discuss OpenAI's new e…
openaianthropic- StandardSummaries only
20VC: Brex Acquired for $5.15BN | a16z Companies are 2/3 AI Revenues | Anthropic Inference Costs Skyrocket | OpenEvidence Raises at $12BN Valuation | The IPO Market: EquipmentShare, Wealthfront and Ethos Insurance
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jan 29, 2026
AGENDA: 03:36 Brex Acquisition by Capital One for $5.15BN 10:54 Does Brex's Acquisition Help or Hurt Ramp? 16:28 TikTok Deal Completed: Who Won & Who Lost: Analysis 19:30 Anthropic Inference Costs Higher Than Expected 37…
anthropicinferenceinvesting 
StandardSummaries onlyJay Hoag - Keys to Successful Growth Investing
Invest Like the Best with Patrick O'Shaughnessy· Jun 17, 2025
My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over t…
aiinvesting
