We may be at the stage where we throw the humans under the bus, not the AI anymore, which I think

at some level is pretty terrifying. I think shooting in the head is even more significant.

A big part of the whole strategic direction of the company was flawed.

You're seeing the economists, the accountants have wandered into the room and they said,

we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index. This is one where it's just backass barkwards. And I don't believe there's right or wrong in money. There's just money. I just don't think raising it at $5 or $8 billion when you're at $80 million or $100 million of suspect

error is the most exciting accomplishment in the world. Let me be direct. Get the fuck over it. You should conform your company around your customers and your model, not your VCs. Being mean to a billionaire is actually a feature. This is 20 VC with me, Harry Stebbings, and it's my favorite show of the week, Roryo Driscoll, Jason Lempkin, analyzing the biggest

news in tech. So we start with Anthropics Monster Week. We move to Open AI killing Sora and

hitting 100 million ARR on ads. And then we finish on the man with the biggest balls in tech,

Massa getting $40 billion loan to buy more open AI stock for SoftBank.

But before we dive into the show today, I run 20 VC fund and I get this question from founders all the time.

Harry, I can't find a good.com. Do you have a hookup? Let me tell you now, the answer is always going to be no.

I don't have a guy or gal for that. I do have a recommendation though. If you're building a tech startup, get a dot tech domain. Tech startup, dot tech domain. It couldn't be more simple or obvious. As an investor, I appreciate founders who put thought into their branding. When I see dot tech in your name, it tells me right away that tech is at the core of your build. It'll say that to your customers too. A clean and sharp domain like dottech pays off in the long run. Look at the companies using dot tech,

nothing dot tech, 1x.tac, aurora dot tech, CES.Tot tech, ultra dot tech, Alice. Neon. Dot tech,

blaze.com tech, pie.com. Great tech companies. They will use the dot tech domain.

These are my two cents. If you're building a tech startup, don't overthink it.

Secure your dot tech domain from any registrar of your choice.

While dot tech gives modern companies a home online, checkout helps that home convert by turning

traffic into revenue. Over the past 15 years, Guillem Puzazz has led Checkout.com through what he calls the

velocity years, a period of hypergrowth with relentless product building.

The lesson, high growth is a gift, but it demands ruthless focus.

As his mother put it, play the game you're good at.

For checkout.com, that game is digital payments,

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