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Scale Venture Partners investor who argued on the 20VC podcast that AI cost hesitancy in 23 and 24 will be paid for in 26 and 27.
No evidence-backed relationships are recorded.
Anthropic has reportedly moved its roughly $2 trillion IPO from October to November, a delay one investor ties to audited Q3 numbers. The extra month gets audited figures on its revenue race with OpenAI into the filing, and keeps the listing exposed to a window that can shut without warning.
Reality
GrokBot Googles for users and Instinct scrapes LinkedIn, both against somebody's terms of service, and Jason Lemkin says that edge is open only to private companies. At EchoSign the same approach was ripped out the night the Adobe deal closed.
Reality
A guide of roughly 70% revenue growth for the year to January 2028 against a 44% street number moves about 18% more revenue into the year consensus had free cash flow returning, and the demand meant to fund it is still unproven.
Reality
A $6B non-exclusive license plus a $1B equity check runs to about a tenth of Nvidia's free cash flow for the year, and it arrives because the venture stack would not write the $2B that held Poolside's January cluster.
Reality
SpaceX paid $60B for Cursor in stock carried at about 40 times revenue. The accretion story is a multiple transfer, and trailing ARR comps no longer explain what buyers are doing.
Reality
Two separate valuers cut Canva the same way after a third came off its growth forecast. The stated cause was compute cost the company could not pass on to customers.
Reality