The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?
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Apr 2, 2026 Anthropic’s huge revenue month and a wild model leak spark debate over AI hype, cyber panic, and messy revenue math. OpenAI’s Sora retreat, ad push, and internal drama raise big strategy questions. There’s also wearable IPO buzz, Epic’s layoffs, founders stuck in China after a Meta deal, and whether taxes are pushing billionaires out of California.
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Agentic AI Will Multiply Security Mistakes
- AI-era security leaks will likely become more common because agents ship faster, make autonomous decisions, and amplify small error rates.
- Jason Lemkin argued agents may make fewer mistakes proportionally, but at 1000x throughput they still create far more leaks.
Anthropic Mythos Leak Looked Like A CMS Mishap
- Anthropic likely leaked Mythos through a classic staging mistake rather than a sophisticated breach.
- Rory O’Driscoll compared it to preloaded budget press releases accidentally pushed live before the official announcement.
OpenAI Killed Sora To Reallocate Scarce Compute
- Killing Sora signals OpenAI is reallocating scarce compute toward higher-revenue products like coding and ads.
- Rory O’Driscoll said video generation was compute-heavy and low-revenue, while consumer ads and enterprise coding are now the only existential bets.