20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo, ZOOM and more

Wall Street is the madman in the back seat. In the end, the thing that bails out our incompetence is your growth rate. Oh, we've had a billion sitting on our balance sheet for ages, and it's it's about That's a flex, people. That's just I've had a billion lying around for ages. What have you guys been doing this week? It's the Mark Twain. Reports of my debt were greatly exaggerated. Well, it turns out reports of the debt of SaaS and software were greatly exaggerated. No one wants to say it, but if you get the direct listing totally successful, the people buying don't make any money. This is 20 VC, and it is that time of the week. My favorite episode of the week, Rory O'Driscoll, Jason Lemkin, and joining us, we have Canva cofounder, Cliff Obrecht. Now today, we are discussing Anthropic's new round, OpenAI buying Statsig, NVIDIA's latest results, as long as the incredible results from the slew of b to b enterprise SaaS companies that came out last week. This is a phenomenal episode, but I wanna make it the best for you. So let me know what we can do to make it better. Let me know any feedback. Harry@20vc.com. But before we dive into the show today, let's talk about agents, specifically Piper, the AISDR agent brought to you by Qualified. The agentic marketing era has arrived. And if you're a b to b marketing leader looking to scale a pipeline generation, Piper the AISDR agent, wow, it is here to help. Piper is the number one AI SDR agent on the market according to g two and hundreds of companies like Box, Asana, and Brex have hired Piper to autonomously grow inbound pipeline. Fucking sign me up. Anyway, qualified customers see massive business impact with Piper. Three x increase in meetings booked and two x increase in pipeline. Wow. That is some results. Hire Piper, the number one AI SDR agent, and grow your pipeline today. Learn more at qualified.com/20vc. That's qualified.com/20vc with the 20 vc spelled out in letters for goodness sake. And while Piper builds your pipeline, HubSpot gives your business the AI tools to scale faster. Think about listening to this podcast right now. You're probably multitasking and catching 70, maybe 80% of it. How dare you. This voice is so captivating. Now flip that and imagine catching only 20%. That'd be pretty crazy. Right? Yet most businesses only use 20% of their data. All the important details in call logs, in emails, in chats, they're just left floating in digital space. Well, HubSpot gives you access to those insights to help you grow your business. Because when you know more, you grow more. Visit hubspot.com to get the full picture today. Hubspot keeps your CRM humming, and when you layer in AI, Nexos takes it to a whole new level. Who's the biggest AI threat to your business? It might be your own employees. They use unsanctioned …