20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

The discussion centers on the evolving landscape of technology, venture capital, and market dynamics. It covers Anthropic's leaked Claude Mythos model and its implications for cybersecurity, contrasting Anthropic's approach with OpenAI's strategic shifts, including the decision to discontinue Sora. The conversation explores SoftBank's aggressive investment strategies with OpenAI stock and the potential risks associated with high leverage. The speakers analyze the debate around revenue recognition, particularly in AI startups, and the nuances of ARR accounting. They also examine the trend of high-net-worth individuals leaving California due to increasing taxes, and the broader implications for the state's economy and social welfare programs.