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20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter Anthropic's $50BN Raise & What it Means for a Potential IPO Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? Sierra's $15B Valuation: Peak or Potential
AGENDA: 00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results 04:45 – Google's Cloud Explosion & The AI Search "Disruption" That Never Came 15:53 – Microsoft's $190B Bet: Is AI the Only Thing Keeping Growth Flat?...
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20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter Anthropic's $50BN Raise & What it Means for a Potential IPO Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? Sierra's $15B Valuation: Peak or Potential is an ep...
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This episode belongs to The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch.
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Episode Details
Published May 7, 2026, 01:31:10 long, audio available.






