20VC: Anthropic Raises $30BN at $380BN Valuation | Thrive Raises New $10BN Fund | OpenAI Buys OpenClaw | Stripe Raises at $140BN: Is Adyen Wildly Undervalued? | Monday, Figma, Shopify: Which are Buys vs Sells?

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:14 Anthropic's $30B Raise at $380B</p> <p dir="ltr">06:18 Why SaaS Stocks Keep Getting Crushed</p> <p dir="ltr">18:15 Wall Street's New Religion: AI Replaces Headcount </p> <p dir="ltr">22:42 The Bear Case for Shopify: What Could Go Wrong?</p> <p dir="ltr">31:51 Replit and Lovable are Proof Figma Missed Out: Figma; Buy or Sell? </p> <p dir="ltr">48:42 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued? </p> <p dir="ltr">54:36 OpenAI Buys OpenClaw</p> <p dir="ltr">01:06:28 Thrive's $10B Growth Fund</p> <p dir="ltr">01:09:10 …