20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face
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I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second. Databricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year.
OpenAI probably should have gone first, but it's burning too much. There's no ceiling on venture, which changes all the math and calculations. You haven't missed the boat as investors because what agents can do, we just started. If unemployment raxes up even two or three points, regardless of the reason, could just be the business cycle, you'll see a tech lash that makes what we're dealing with now an understatement. Society will be terrified of AI.
If the robots are going to take over society, I want to be sure that I own the robots. This is 20VC and the new show of the year for us has been our weekly show with Jason Lemkin and Rory O'Driscoll. It's been incredible to see the response that it's got. And for the final episode, we are doing a big fat quiz of the year. What does that mean?
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