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20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

AGENDA:
  • 00:00 – Apple SUES OpenAI: Did They Steal Apple's Biggest Secrets?
  • 05:10 – Is OpenAI's $6BN Hardware Bet Already Dead?
  • 12:50 – Zuckerberg Is Back: Meta Finally Takes On OpenAI
  • 18:05 – The AI Spending Bubble Nobody Is Talking About
  • 23:45 – Claude Is Coming for Designers, Product Managers & Figma
  • 27:15 – Anthropic's $50BN Explosion: Have We Already Hit AI's TAM?
  • 36:00 – The $26BN AI IPO Powering the Entire Industry
  • 40:00 – Seed Investing Is Dead? Jason Calacanis Changes Strategy
  • 57:00 – SaaS Is in Trouble: AI Is Accelerating Terminal Decay
  • 01:15:00 – Why Greylock Said No to Billions of Extra Dollars