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

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.