20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

The discussion centers on the evolving landscape of venture capital and technology investments, particularly in AI and SaaS. It highlights the shift from prioritizing revenue growth to emphasizing profitability and free cash flow, especially as public markets re-evaluate SaaS business models. The conversation explores the implications of AI on traditional CRM and the potential for AI-driven agents to disrupt established SaaS companies. The speakers analyze the strategic moves of tech giants like Microsoft and NVIDIA, debating the sustainability of their current valuations and future prospects in the AI-dominated market. They also touch on the experimental Moltbook platform, examining both its innovative approach to agent communication and its inherent security risks.