{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: Anthropic Buys Compute From Elon &amp; Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets","description":"AGENDA: 00:05:11 \u2014 Anthropic freezes secondary sales, requiring board approval for all transfers. 00:10:45 \u2014 Why Anthropic is buying capacity from Elon Musk. 00:15:35 \u2014 Anthropic\u2019s massive $200B revenue commit to Google. 00:18:55 \u2014 Goldman Sachs predicts a 24x surge in token consumption driven by agents. 00:31:05 \u2014 Will AI labs eat the app layer? The threat to Legal and CX verticals.&amp;nbsp; 00:37:55 \u2014 SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing. 00:42:40 \u2014 Growth theft: How Clay is commoditizing ZoomInfo\u2019s data business. 00:46:25 \u2014 Cerebras prices IPO at $150\u2013$160 with a $48B market cap. 00:52:15 \u2014 Real Venture Capital: Celebrating the early bets by Foundation and Benchmark. 00:58:30 \u2014 Ramp\u2019s valuation vs. the Chapter 7 collapse of e-commerce card Parker. 01:06:20 \u2014 Success and Sacrifice: Is mental health the price of building a $20B company? &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\/41287795\/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\/201931220"}