20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei & How OpenAI Could Win the Enterprise Game

AGENDA:
00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release
05:56 — Why Mythos is a Quantum Leap in Cyber Risk
10:11 — The "Boy Who Cried Wolf": Jason's Critique of Dario Amodei
14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?
19:22 — Amazon's $20B Secret: Is NVIDIA's Chip Stranglehold Finally Loosening?
22:28 — Claude vs. Lovable & Replit: Anthropic Moves into App Building
25:24 — The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop
39:51 — Meta Debuts Muse Spark: Alex Wang's First Model from Super Intelligence Labs
44:18 — OpenAI's $50B Ad Vision: The Plan to Monetize Intelligence
53:50 — Token Maxing: How CIOs are Reclaiming Control Over AI Budgets
57:57 — SpaceX's Leaked Financials: The Math Behind the $2 Trillion IPO
1:08:00 — Thoma Bravo Shuts Growth Equity
1:16:18 — Who IPOs First; OpenAI or Anthropic?