Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down

Name: Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down
Uploaded: 2026-05-08T15:31:35.606Z
Duration: 96 min 35 s
Channel: 20VC
Description: 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), ...

By 20VC

Categories: VC, Startup

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 Mu...