20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

Anyone that has been blindly loyal to Elon, they've all got stupidly rich. At the face of it, this is a Rubicon moment in the history of the AI industry. It's the first time that the US has ostensibly regulated an AI model based on capabilities. Good intentions bite you in the ass more than evil deeds. Outside of China, there are basically no good open source models.

Where are the US open source models? There's a partner here at Benchmark that says any liquidity for pre-AI SaaS companies is top decile performance. Any liquidity at all. This week, it's different to any other week. Why the one and only Jason Lemkin is traveling.

But do not fret, Royo Driscoll is joined by one of the best early stage investors ever at Randall, GP at Benchmark, where again we analyzed the biggest news in tech this week. Number one on the agenda. SpaceX completes the largest IPO in history. Then we hit on Anthropic, launching Claude Fable on Monday, and the government bans it by Thursday. What does this mean for sovereignty?

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