20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra's $15B Valuation: Peak or Potential
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
most aggressive quarter in American capitalism. This is leaning in like you've never seen leaning in before. This is the top of the distribution pulling away. Let me repeat, without the AI initiative, Microsoft, the corporation, is flat revenue. When the music stops, who has a chair with a trillion dollars on it?
Big companies have to spend big money to do big things. If you know the relationship between human spend and token spend for coding as the mother-low job, you probably have a handle on what's going on. Anyone on LinkedIn that talks about their team, fire them. My team this. They're all so precious about their team.
A CMO today should be able to run their own campaigns. This is 20VC with me, Harry Stebbings, and it's my favorite show of the week. Rory O'Driscoll, Jason Lemkin analyzing the biggest news in tech. Now, this week it was the Super Bowl of earnings week, baby. Mag 7 earnings.
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