20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software

<p dir="ltr">AGENDA:</p> <p dir="ltr">04:20 Thrive and OpenAI Partnership </p> <p dir="ltr">07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not?</p> <p dir="ltr">17:39 Eventbrite Acquired by Bending Spoons for $500M</p> <p dir="ltr">21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue</p> <p dir="ltr">26:59 The TAM Trap: Why SaaS Is Like Japan</p> <p dir="ltr">37:42 Lessons from Companies Hitting $100M ARR</p> <p dir="ltr">44:57 The Future of Labour Markets is F******</p> <p dir="ltr">52:10 The Importance of Compounding in Investments</p> <p dir="ltr">56:45 The Relevance Game in Venture Capital</p> <p dir="ltr">01:05:01 Supabase at $5BN or Lovable at $6BN: Which One?</p> <p> </p>