Maybe the Pentagon is wrong and they need to buy more on tropic and just point it at the enemy.

It'll bring China to its needs.

When you are priced for perfection, anything less than perfection will be a kick in the nuts.

If you look at all the publicly traded B2B companies, there's only one that has a competitive

agent.

It's Palantir.

I'm going to say we're going to produce 100,000 deck of millionaires out of these AI leaders. Almost all the B2B software we say is terrible now. If the only thing that's impacted here is the B2B software industry, my suspicion is the rest of the world will go, yeah, I'm willing to lose those guys. Here's the greatest dislocation if I look at the public stocks, right? Clavio versus Shopify. This is 20VC with me, Harry Stebbings. Now, it is my favorite show of the week with Roryo Driscoll and Jason Lemkin. This week we analyzed the biggest news in tech. What do we cover? We cover Anthropic Security Release, which wiped close to 10% off some of the biggest security stocks. We cover Figma's earnings breakdown.

And of course, we cover the Citrina research piece which wiped billions off the stock market.

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