20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

2026-04-02 · 70 min · 10 entities

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→ hosted by Harry Stebbings person

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→ discusses Business concept

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Entities found in this episode

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mentioned Business concept

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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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Feed category: Tech News
mentioned ARR concept

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ARR

persons 2

mentioned Harry Stebbings person

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Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

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evidence rules-v4
Feed author/publisher: Harry Stebbings

Episode description as stored

AGENDA: 00:00 — Anthropic's Monster Month: 6 Billion in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal? 14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work 20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI 21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified? 27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security 31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting 34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR 41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation 49:50 — Epic Games Layoffs: The Reality of the Attention Economy 52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal 59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California 01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat