20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

2026-08-06 · 76 min · 9 entities

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Episode description as stored

Special Guest: Nikesh Arora, CEO @ Palo Alto Networks. AGENDA: 04:50 Airtable Sold to Bending Spoons for $1.285B 17:00 Leo Aschenbrenner's Situational Awareness Blows Up as Citadel Buys His $16BN Book 22:30 Anthropic's AI Models Breach Three Companies as Cyber Threat Accelerates 33:35 Moonshot AI Raises $3.5B at $35B as Chinese Models Crush AI Prices 38:05 Valar Atomics Triples to $6B as Sequoia Bets on Nuclear Power for AI 42:50 OpenAI and Anthropic Could Trigger a Massive Public-Market Dislocation 52:55 Big Tech and Palantir Earnings Ignite the Next Phase of the AI Gold Rush 1:04:30 Procore Buys DroneDeploy for $900M in a High-Stakes 12x Revenue Bet 1:10:55 Scale AI Hits $1.5B ARR After the Meta Deal Left It for Dead