20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund

Well, we look back in 20 years and say OpenAI was a fundamentally important company. Maybe. Every company's market share is up for growth when there's a platform shift. The hyperscalers have taken very good, cash-efficient businesses, and they would break Mr. Buffett's heart because they've turned them into capex hogs.

Public company investors are just mean VCs on steroids. This is 20 VC with me, Harry Stebbings. Now it is my favorite show of the week. Jason Lempkin, Rory O'Driscoll, and we have a guest joining us for the first half of this show, Sam Lesson. The discussion, I mean, oh my gosh, it got a little bit spicy on what companies actually matter.

Does open AI even matter? Is one of the questions we discussed today. And then we break down IPOs, we break down CHIME, we break down Circle, we break down Mary Meeker's AI report. It is a fantastic discussion. I so enjoyed doing this.

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