20VC x SaaStr: $20M ARR and Unfundable, Anthropic’s $16.8B Quarter, and Modal at $15.75B
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Why the venture box keeps shrinking, why CoreWeave is a B-tier asset, and why build-to-prod is the most important category in software Another week with Harry Stebbings and Rory O’Driscoll, and the theme ran through almost every segment: capital is concentrating into fewer names than ever. Great businesses outside the hype cycle can’t get a... Continue Reading
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