The Twenty Minute VC
20VC: Anthropic vs The Pentagon: Who Wins | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR | Block's 40% Headcount Reduction: AI or Overhiring
Mar 05, 2026
· 1h 23m
<p dir="ltr">AGENDA: </p> <p dir="ltr">04:13 Anthropic vs The Pentagon: Who Wins</p> <p dir="ltr">13:54 Was Sam Altman Wrong to Take the Deal </p> <p dir="ltr">24:28 OpenAI's $110BN Mega Round: The Breakdown</p> <p dir="ltr">28:22 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk</p> <p dir="ltr">34:38 Why We Got the SaaS Apocalypse Wrong?</p> <p dir="ltr">43:24 Why Salesforce Could be the Best Buy in Public Markets</p> <p dir="ltr">47:46 Block Lays Off 40% of Team: AI or Overhiring</p> <p dir="ltr">01:00:16 Cursor Hits $2BN …
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