20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN |
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Tech Performance Deep Dive
This chapter analyzes the performance of tech companies like Monday.com and Shopify, highlighting market reactions to their earnings reports and potential investment choices. The discussion spans the dynamics of venture capital and changing expectations in company valuations, particularly regarding enterprise AI and capital-intensive industries. Additionally, it touches on prediction betting for companies like Palantir and Stripe, examining their growth potential and the competitive landscape in tech.
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