20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR & Rumoured $6BN Round

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA</p> <p dir="ltr">07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo</p> <p dir="ltr">15:27 NVIDIA's Customer Concentration: Bull or Bear</p> <p dir="ltr">22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work?</p> <p dir="ltr">36:12 Sierra Hits $100M ARR: Justify $10BN Price?</p> <p dir="ltr">46:14 Implementation is the Biggest Barrier to Enterprise AI Growth</p> <p dir="ltr">01:04:04 Is LLM Search Optimisation (GEO) Selling Snake Oil? What AI is a Fraud vs Real?</p> <p dir="ltr">01:14:27 Figma Market Cap: Is the IPO Market F****** for 2026</p> <p dir="ltr"> </p> <p> </p>