20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets

Are there really enough developers in all of the solar system to keep anthropic on the unprecedented growth path we have this year? There are categories of software where if they don't have a reason to exist in an agentic world, they will go into a terminal state of decay. If you're not accelerating, you're going to be destroyed, right? And at a minimum, you've got to raise guidance. I think Zoom Info's growth was stolen from it from Clay and Friends, and it's a brutal case study.

It's a brutal case study. Give me 30% growth, give me profits, give me a story that's got some future in it, and I'll get you back to five times. There you go. In capitalism great. This is 20 VC with me, Harry Stebbings.

It is my favorite show of the week. Roryo Driscoll, Jason Lemkin here to discuss the biggest news in tech this week. Anthropic partners with SpaceX to use their Colossus One data center, a mega move for both Elon and Dario. Plus, they commit $200 billion to Google over five years. Cerebrus IPO is 20x oversubscribed and they bump the range to $150 to $160.

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