20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The 20VC podcast episode features Harry Stebbings, Jason Lemkin, and Rory O'Driscoll discussing various tech and business news, including Marc Benioff's views on AI, Meta's AI investments and organizational structure, and the AI market's potential cooling. They analyze Anthropic's funding, Klarna's IPO, and Andreessen Horowitz's seed investment strategy. The conversation also covers the debate between consensus and non-consensus investing, the importance of follow-on capital, and the potential for AI to transform enterprise software and SMBs. The hosts share personal experiences and opinions, creating a dynamic discussion on current trends and challenges in the venture capital and tech industries.

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20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Introduction to AI Skepticism and the Reality of Current AI Capabilities

Talent Acquisition, Agentic AI, and the Future of Enterprise Software

The Role of SaaS Apps and the Future of AI in Enterprise

AI Investments, Market Dynamics, and Meta's AI Strategy

Anthropic's Funding, Market Valuations, and AI's Impact on Revenue

Market Corrections, AI's Impact on Public Companies, and Klarna's IPO

SoftBank's Investment in Klarna, Netscope's IPO, and Seed Investing Strategies

Consensus vs. Non-Consensus Investing and the Future of AI

20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps Disappearing featuring Marc Benioff

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00Introduction to AI Skepticism and the Reality of Current AI Capabilities

Introduction to AI Skepticism and the Reality of Current AI Capabilities

07:39Talent Acquisition, Agentic AI, and the Future of Enterprise Software

Talent Acquisition, Agentic AI, and the Future of Enterprise Software

17:38The Role of SaaS Apps and the Future of AI in Enterprise

The Role of SaaS Apps and the Future of AI in Enterprise

25:28AI Investments, Market Dynamics, and Meta's AI Strategy

AI Investments, Market Dynamics, and Meta's AI Strategy

32:24Anthropic's Funding, Market Valuations, and AI's Impact on Revenue

Anthropic's Funding, Market Valuations, and AI's Impact on Revenue

41:34Market Corrections, AI's Impact on Public Companies, and Klarna's IPO

Market Corrections, AI's Impact on Public Companies, and Klarna's IPO

50:40SoftBank's Investment in Klarna, Netscope's IPO, and Seed Investing Strategies

SoftBank's Investment in Klarna, Netscope's IPO, and Seed Investing Strategies

1:01:34Consensus vs. Non-Consensus Investing and the Future of AI

Consensus vs. Non-Consensus Investing and the Future of AI