20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

Tick, tick, insert $9 billion. All these leaders not IPOing is the greatest gift to venture in our lifetimes. It's playing the growth super cycle bet today. That's the winning play. There is nothing as terrifying as a high growth bet that slows down.

This is the epicenter of the enterprise AI revolution right now. You gotta make yourself cool because 30% growth, that's what's cool. What I realized is you have to factor in what I'm now going to refer to as the EOV, the Elon option value. You can't run the numbers on SpaceX and come up with the 1.5 trillion. You just can't.

This is 20 VC with me, Harry Stebbings. It is my favorite show of the week. Jason Lemkin, Rory O'Driscoll, the biggest news in tech, no politics. This week we discussed Lightspeed's $9 billion fundraise. Will Elon be able to take SpaceX public at $1.5 trillion?

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