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Similares a The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI

20 vecinos (text_768) · 21.3K views · 20VC with Harry Stebbings · Reino Unido

★The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI

20VC with Harry Stebbings

@20vc

21.3KReino Unido
1Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing?

20VC with Harry Stebbings

@20vc

—Reino Unido91
2Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero?

20VC with Harry Stebbings

@20vc

—Reino Unido90
15Which Software Companies Will Survive the SaaSpocalypse?

Bloomberg Technology

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20This AI Update Wiped Out $400 Billion In Tech Stocks

Matt Wolfe

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18The Stock Market is about to Crash

The Infographics Show

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11Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips

20VC with Harry Stebbings

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83.5KReino Unido89
16Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?

20VC with Harry Stebbings

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10Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups

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7OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber

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17The Death of SaaS? Why Investors Are Panic Selling

Nanalyze

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9DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip

20VC with Harry Stebbings

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4OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN

20VC with Harry Stebbings

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33.2KReino Unido89
5Anthropic vs The Pentagon: Who Wins? | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction

20VC with Harry Stebbings

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31.8KReino Unido89
12Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab

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13Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal

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19BEST Stocks to BUY Now | Agentic AI Changes Everything | The SaaS Thesis Nobody's Talking About

Mr. FIRED Up Wealth

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14Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat

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6NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract

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8Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks

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3Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare

20VC with Harry Stebbings

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14.9KReino Unido90