20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees

2026-05-21 · 82 min · 11 entities

episode page audio

Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

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evidence rules-v4
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
→ hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings
→ discusses Business concept

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Feed category: Business
→ discusses Investing concept

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evidence rules-v4
Feed category: Investing
→ discusses News concept

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evidence rules-v4
Feed category: News
→ discusses Tech News concept

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evidence rules-v4
Feed category: Tech News

Entities found in this episode

concepts 7

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned Tech News concept

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evidence rules-v4
Feed category: Tech News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News concept

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evidence rules-v4
Feed category: News
discusses Tech News concept

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evidence rules-v4
Feed category: Tech News

persons 3

mentioned Harry Stebbings person

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evidence rules-v4
Feed author/publisher: Harry Stebbings
mentioned Andrej Karpathy person

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evidence rules-v4
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
hosted by Harry Stebbings person

0.55

evidence rules-v4
Feed author/publisher: Harry Stebbings

podcasts 1

appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.66

evidence rules-v4
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees

Episode description as stored

AGENDA: 00:00 – Anthropic Eyes $900B Valuation & Andre Karpathy's Shock Move 04:46 – Unpacking Anthropic's $30 Billion War Chest 10:52 – The True Cost of AI Tokens: Is Salesforce Spending Too Much? 15:59 – The Bear Case for Token Growth & Why Software Leaders Must Adapt 22:56 – Public Tech Rebound: Figma & Datadog Crush Expectations 26:59 – The Death of Traditional Web Builders? The Decline of Wix & Squarespace 36:59 – Compute Starvation: Is the Semiconductor & Hardware Boom Sustainable? 45:59 – Cerebras IPO Smashes Day One: The Biggest Tech Public Debut Since Snowflake 48:17 – SpaceX Sets Date For the Largest IPO in History 57:28 – Y Combinator's Mic Drop Deal & The Drama Behind Elon Musk's OpenAI Lawsuit 01:11:57 – The Looming Backlash: Mass Tech Layoffs and the Politics of AI 20VC: