AGENDA:
00:04 – Was GPT-5 the Biggest AI Letdown Yet?
00:17 – Is OpenAI's Real Target Anthropic's $6B Revenue?
00:22 – Why Anthropic Might Secretly Be Worried
00:28 – The Hidden Business Strategy Behind OpenAI's "Underwhelming" Launch
00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?
00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?
00:38 – Why Datadog's Best Quarter Ever Still Tanked the Stock
00:44 – Palantir's 50% Growth at Scale – Can It Last? Is Palantir Overpriced?
00:53 – Shopify's Ruthless Path to 91% Revenue Growth With 30% Fewer Staff
01:01 – Are Seed and Series A Valuations Now at Dangerous Highs?
01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?
01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?
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By Harry Stebbings
4.4
490490 ratings
AGENDA:
00:04 – Was GPT-5 the Biggest AI Letdown Yet?
00:17 – Is OpenAI's Real Target Anthropic's $6B Revenue?
00:22 – Why Anthropic Might Secretly Be Worried
00:28 – The Hidden Business Strategy Behind OpenAI's "Underwhelming" Launch
00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B?
00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?
00:38 – Why Datadog's Best Quarter Ever Still Tanked the Stock
00:44 – Palantir's 50% Growth at Scale – Can It Last? Is Palantir Overpriced?
00:53 – Shopify's Ruthless Path to 91% Revenue Growth With 30% Fewer Staff
01:01 – Are Seed and Series A Valuations Now at Dangerous Highs?
01:06 – What Does The Highest Levels of Capital Concentration Mean For Early Stage Founders?
01:15 – Could Palantir Hit a $2 Trillion Market Cap by 2030?
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