20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
Key Takeaways
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Anthropic revenue now exceeds OpenAI annual run rate
“Anthropic has now officially overtaken OpenAI on a run-rate basis.”
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SpaceX targets a two trillion dollar IPO valuation
“SpaceX filing for IPO at two trillion is a market-defining moment.”
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Doug Leone returns to lead Sequoia Capital again
“Seeing Doug Leone return to the helm of Sequoia is truly fascinating.”
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YC removes Delve for violating program ethics codes
“The removal of Delve from Y Combinator is a very rare occurrence.”
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Supabase aims for a ten billion dollar valuation
“Supabase is now targeting a ten billion dollar valuation in this round.”
Episode Description
AGENDA: 03:59 — Anthropic Surpasses OpenAI in Revenue 12:43 — OpenAI Management Reboot 18:24 — OpenAI Buys TBPN 29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation 37:21 — Doug Leone Returns to Sequoia Capital 41:14 — YC Kicks Out Delve 45:21 — The Rise of Open Router 57:59 — Supabase Targeting $10B Valuation 01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward 01:17:25 — The $1.8B Two-Person Company