20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |

In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll analyze recent earnings from Datadog, Shopify, and Palantir, discussing the impact of AI on these companies and the broader market. They debate the implications of GPT-5's release, Perplexity's potential acquisition of Chrome, and the increasing concentration of venture capital in late-stage AI companies. The conversation also covers the ruthlessness required for success in B2B, the importance of marketing in the AI space, and the changing dynamics of venture investing in light of AI-driven opportunities and market corrections.