20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening

Tools are great when the AI is part of your team for real, not VC talk. The amount of revenue that it's accessible is so high. Sell shit to the people who are making AI, and if they grow, you'll sell more shit too. You just can't take that early first month explosion as seriously as you used to. It's not as defensible. The pace of evolution is so fast. If you decide, well, what I knew six months ago is still useful, you're probably gonna be wrong very quickly. Right? That's what I find the most stressful about right now. But before we dive into the show today, you've heard me mention Guardio before. They protect millions of people from phishing, scams, and online threats, but now something genuinely exciting has happened. Lovable, one of the fastest growing AI platforms, just integrated Guardio directly AI chain. What that means? Every single site built with Lovable now gets scanned in real time. Phishing pages, impersonation sites, scam redirects are blocked before they ever go live, and that's a huge shift. It's rare to see companies take responsibility for the safety of the broader Internet. Lovable did, and Guardio is the engine making that possible. Guardio also leverages advanced AI threat detection to block highly targeted, socially engineered scams before they ever reach you. From phishing emails and fake login pages to financial fraud, Guardio protects you across the way you actually live and work online. If you wanna see what modern proactive protection looks like and protect your platform, go to guard.io/20vc. AI changes how fast threats appear, Guardio changes how fast they can get stopped. And as guard.io protects your clicks, Acuity Scheduling ensures our time stays on track. This show is brought to you by Acuity Scheduling, the flexible scheduling software that helps you focus on what matters most, growing your business. With Acuity, you can manage your calendar. You can accept secure payments, offer clients a seamless booking experience that reflects your brand. I've been using my complimentary subscription, and it's been a game changer for staying organized and saving time. I especially love online booking. Clients can book, reschedule, or cancel anytime, and the booking page looks fully branded with my logo and colors. The calendar management tools let me set buffer times and sync with other calendars, so I never feel overbooked. And with secure payments, I can collect deposits or full payments upfront front through Stripe or PayPal, making the process smooth and professional. Head over to acuityscheduling.com/20vc for a free trial. And when you're ready to launch, use the offer code 20 v c 20 to save 20% off your first Acuity Scheduling subscription. And finally, we have to speak about our newest sponsor. It's Intercom. If you're looking for a way to transform your customer service, let me introduce you to Fin, baby. Fin is the number one AI agent for customer service resolving up to 93% of customer queries automatically. There …