As it's becoming painfully clear now, no one in America other than us here in California

likes the AI trend.

We have people who are brilliant scientists who politically are utter morons.

And the people who are utter morons at AI, but brilliant at politics, are going to have

us for lunch.

At least when Meda was busy destroying the world, they were smart enough to pretend it was

all about bringing friends together and not destroying democracy.

We're going to have to reflate and hire thousands and thousands of people protect leader to avoid social unrest.

We see no signs that there's a short-term crash coming.

This is 20 VC with me, Harry Stebbings.

It's my favorite show of the week, Roryo Driscoll, Jason Lemkin,

analyzing the biggest news in tech. Starting off, Andre Capathy joins Anthropic and Anthropic

I, a $900 billion evaluation for their latest fundraise. Then we dig into the public markets,

data dog up 31%, Figma up 12%. What happens from here? Next, we have Cerebrus IPO

smashes expectations and breaks the $300 mark. And then finally, SpaceX, they set June the 12th

for the largest IPO in history, $1.75 trillion market cap raising $75 billion.

But before we dive into the show today, let me tell you about Omni.

It's an AI analytics platform and it solves a problem every scaling company hits.

Your team needs insights, not just data lookups, the stuff that really matters, and it's

critical to get it right, like cap payback periods and net dollar retention.

For AI agents to act on your company data, they need your business context, your definitions,

your logic, your permissions, and that's what Omni's governed context graph provides.

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