The Twenty Minute VC
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
Feb 26, 2026
· 1h 20m
<p dir="ltr">AGENDA:</p> <p dir="ltr">03:55 Anthropic Security Product Wipes Billions Off Public Markets</p> <p dir="ltr">11:17 Do Agents Turn SaaS Incumbents into Valueless Databases</p> <p dir="ltr">22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires</p> <p dir="ltr">23:20 Citrini Research Piece: Everything You Need To Know</p> <p dir="ltr">26:04 Will DoorDash Be Replaced by Agents</p> <p dir="ltr">34:22 Will "Ghost GDP" Soften Consumer Spending Power</p> <p dir="ltr">42:46 Why No Public Company Has Created a Good Agent Product</p> <p dir="ltr">47:19 Is Tech Private Equity and Thoma Bravo F***** in …
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