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? 21:59 – Meta's $150B Future Bet vs. Wall Street's Need for Spreadsheets 28:50 – Palantir's Home Run: Why Big Companies Spend Big Money on AI 38:43 – Apple's Quiet Consistency & The Stealth Inflation of Memory Chips 41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration 50:50 – Anthropic's $50B Raise & The Math Behind Token vs. Salary Spend 01:05:59 – Sierra's $15B Valuation: Replacing the $400B Customer Service Labor Market 01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries 01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"

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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 episode from The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch by The Twenty Minute VC.

This episode is 01:31:10 long.

This episode was published on May 7, 2026.

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