20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and GPs

20VC: Figma's 250% Pop - The Greatest IPO Mis...

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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

AGENDA: 00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release 05:56 — Why Mythos is a Quantum Leap in Cyber Risk 10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei 14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool? ...  Show more

 . 1h 26min
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Anj Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI investments. He serves on the boards of Mistral, Black Forest Labs, Sesame, LMArena, OpenRouter, Luma AI and Periodic Labs and ...  Show more

 . 1h 8min

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