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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Hyperscalers Serve the Model Giants
Rory O’Driscoll argues Big Tech growth is increasingly tied to hosting and distributing OpenAI and Anthropic, while Jason Lemkin notes application-layer value remains fluid.
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