Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down
Summary
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 Part
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Transcript Excerpt
the most aggressive quarter in capitalism. This is leaning in like you've never seen leaning in before. This is the top of the distribution pulling away this week. It was the Super Bowl of earnings. Mag 7 earnings. So, what happened? Meta lost. Microsoft Amazon thumbs up and Google home run. Next, is the SAS apocalypse over? Atlassian 29% up. Twilio 20% up. 59 23% up. And then in private markets, Sierra raising $950 million at a $15 billion valuation. And then finally, Sam Alolman versus Elon Musk. Week one of the trial begins. When the music stops, who has a chair with a trillion dollars on it? Without the AI initiative, Microsoft is flat revenue. >> Anyone on LinkedIn that talks about their team, fire them. My team this. They're also precious about their team. Lead from the effing front …
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