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
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Meta Pays for Optionality, Not Proof
Harry Stebbings asks why Meta was punished for capex, and Rory O’Driscoll says investors see an expensive future bet without Google-like revenue attribution.
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Transcript
