20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?

For me, it's it's like I don't even want to take meetings with with mortal founders. This actually shows that sometimes Bill Gurley is wrong because his idea is that these IPO share allocations are called free money. The amount of wealth in Silicon Valley is just unprecedented in our lifetimes. It's just gone up dramatically the last 18 months. Maybe not to spend all the time, but the horrible question in venture and startups, it is horrible, is is a $4.5 billion exit good enough today?

A founder's optimized fundraising is a VC's below ownership target. The health of the entire US economy depends on the answer to this question. It turns out fuck off and sell your shares is not an acceptable answer it's given. There's a little part of me that's kind of a bit sorry for Sam Altman because of where he's put himself. This is 20 VC with me, Harry Stebbings, and if that does not compel you to listen to this show, I don't know what's wrong with you, to be quite honest.

This is one of the spiciest shows yet. It's my favorite show of the week. Jason Lemkin, Rory O'Driscoll, Breaking down the biggest news in tech that's happened over the last seven days, no politics, just incredible commentary and analysis. This was so much fun.

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