{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: Mag7 Earnings: Google &amp; Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise &amp; What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? | Sierra\u2019s $15B Valuation: Peak or Potential","description":"AGENDA: 00:00 \u2013 Mag Seven Earnings: The &quot;Super Bowl&quot; of Tech Results 04:45 \u2013 Google\u2019s Cloud Explosion &amp;amp; The AI Search &quot;Disruption&quot; That Never Came 15:53 \u2013 Microsoft\u2019s $190B Bet: Is AI the Only Thing Keeping Growth Flat? 21:59 \u2013 Meta\u2019s $150B Future Bet vs. Wall Street\u2019s Need for Spreadsheets 28:50 \u2013 Palantir\u2019s Home Run: Why Big Companies Spend Big Money on AI 38:43 \u2013 Apple\u2019s Quiet Consistency &amp;amp; The Stealth Inflation of Memory Chips 41:11 \u2013 The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration 50:50 \u2013 Anthropic\u2019s $50B Raise &amp;amp; The Math Behind Token vs. Salary Spend 01:05:59 \u2013 Sierra\u2019s $15B Valuation: Replacing the $400B Customer Service Labor Market 01:13:39 \u2013 Musk vs. Altman Trial: Statute of Limitations, Standing, &amp;amp; Private Diaries 01:17:42 \u2013 The End of Managers? Brian Armstrong &amp;amp; The Rise of the &quot;Individual Contributor&quot; &amp;nbsp; &amp;nbsp; ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41197880\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/201658930"}