In this episode of 20VC, Harry Stebbings hosts Rory O'Driscoll, Jason Lemkin, and Jeff Lawson to discuss current events in venture capital and the tech industry. The panel analyzes Elon Musk's compensation package, debates whether founder-CEOs are becoming mercenaries, and examines recent deals, including Ramp's ARR, Brex's growth, and Sierra's valuation. They explore the impact of AI on various companies, the implications of OpenAI's secondary sale, and Anthropic's author payouts. The conversation also covers ASML's investment in Mistral, Atlassian's acquisition of the browser company, and the potential for fraud in the current venture environment, providing insights into the changing dynamics of the tech landscape and investment strategies.
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