20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN & Doug Leone Returns to Sequoia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
00:00
Valuation Preferences Split on Execution
Harry Stebbings asks whether Anthropic or OpenAI is the better buy, and Rory O’Driscoll and Jason Lemkin disagree based on price versus leadership risk.
Play episode from 25:39
Transcript
