20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

This episode of 20VC features Harry Stebbings, Rory O'Driscoll, Jason Lemkin, and Cliff Obrecht from Canva discussing a range of topics including Anthropic's recent funding round, OpenAI's acquisition of Statsig, NVIDIA's financial results, and the performance of B2B SaaS companies. They analyze valuation multiples, the impact of AI on various companies, and the dynamics of public versus private markets. The conversation also explores Meta's acquisition of Scale, the potential for AI-driven revenue, and strategies for customer acquisition and pricing models in the age of AI. Finally, they delve into investment strategies, including the merits of follow-on investments and addressing the "regret pathway" of missing early investment opportunities.

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20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

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

Anthropic's Funding Round and Canva's Valuation

Managing Employee Expectations and AI Integration at Canva

OpenAI's Acquisition of Statsig and Meta's Scale Acquisition

Canva's Growth Strategy and the AI Investment Landscape

Public B2B SaaS Companies and the Appeal of IPOs

Direct Listings vs. Traditional IPOs and the Future of AI Infrastructure

Optimizing AI Costs and the Shift to Green Energy

VC Regret and Follow-On Investments

Concluding Remarks and Sponsor Messages

20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

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

00:00Anthropic's Funding Round and Canva's Valuation

Anthropic's Funding Round and Canva's Valuation

09:15Managing Employee Expectations and AI Integration at Canva

Managing Employee Expectations and AI Integration at Canva

16:00OpenAI's Acquisition of Statsig and Meta's Scale Acquisition

OpenAI's Acquisition of Statsig and Meta's Scale Acquisition

25:01Canva's Growth Strategy and the AI Investment Landscape

Canva's Growth Strategy and the AI Investment Landscape

35:47Public B2B SaaS Companies and the Appeal of IPOs

Public B2B SaaS Companies and the Appeal of IPOs

44:31Direct Listings vs. Traditional IPOs and the Future of AI Infrastructure

Direct Listings vs. Traditional IPOs and the Future of AI Infrastructure

52:35Optimizing AI Costs and the Shift to Green Energy

Optimizing AI Costs and the Shift to Green Energy

1:04:08VC Regret and Follow-On Investments

VC Regret and Follow-On Investments

1:11:15Concluding Remarks and Sponsor Messages

Concluding Remarks and Sponsor Messages