20VC: Anthropic's Superbowl Ad: Who Won - Who Lost | Harvey Raises $200M at $11BN Valuation | Sierra Hits $150M in ARR: Is Customer Support Too Crowded
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The idea that software as a category is dead is ludicrous to me. It's tough out there. It's gonna be hard. Welcome to the technology industry. I just think we have to give up on TAM.
I think we just have to let the revenue show us the path to TAM. I think every category that I know of outside of engineering and product is at existential risk of shrinking seats. It's the venture capital equivalent of you can't get fired for buying IBM. You can't get fired for sticking money in with a 1x preference on the consensus winner. This is classic top of the bubble stuff.
This is 20 VC with me, Harry Stebbings. Now today we have Rory, Jason, and one very special guest. We have Mike Cannonbrooks, co-founder of Atlassian. Joining us for my favorite show of the week, the show where we discuss the single biggest news items that have happened in the last seven days of tech. This was an incredible one.
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