the most aggressive quarter in American capitalism. This is leaning in like you've never seen

leaning in before. This is the top of the distribution pulling away. Let me repeat, without the

AI initiative, Microsoft, the corporation is flat revenue. When the music stops, who has a chair

with a trillion dollars on it? Big companies have to spend big money to do big things.

If you know the relationship between human spend and token spend for coding as the mother low job,

you probably have a handle of what's going on.

Anyone on LinkedIn that talks about their team, fire them.

My team this. They're also precious about their team.

A CMO today should be able to run their own campaigns. This is 20VC with me, Harry Stubbings, and it's my favorite show of the week. Roryo Driscoll, Jason Lemkin, analyzing the biggest news in tech. Now, this week, it was the Super Bowl of Earnings week, baby, Mag 7 earnings. So, what happened? Well, I'll kind of break it to you. Meta lost. Microsoft,

eh, not looking so good. Amazon thumbs up and Google Home Run winner. Next, is the

Saspocalypse over? Atlassian 29% up, Twilio 20% up, 59, 23% up. And then in private markets, Sierra, raising $950 million at a $15 billion

valuation. And then finally, we finish with Sam Altman versus Elon Musk. Week one of the

trial begins. You cannot make this up. 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 cat 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.

Your data team defines it once,

then anyone, your Opslead, your CFO, your PM,

can ask a question in English and get an answer in seconds.

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