20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

AGENDA:
04:35 Anthropic's $2 Trillion IPO Delayed. Cracks in the AI Boom? 10:30 OpenAI Faces $278 Billion Cash Burn. Out of Money by 2028? 12:55 Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival? 17:05 Amazon Blocks AI Shopping Agents. Shopify Welcomes Them. 24:10 ChatGPT Inventor Launches Jev. Vercel's Fastest Launch Ever. 34:15 A $40 Million Seed Round. Is Traditional Seed Investing Dead? 39:00 Menlo Sounds the AI Bubble Alarm. Harry Calls BS. 54:00 Factory Triples Its Valuation to $5 Billion. Coding Is the Mother Lode. 1:00:20 Legora Hits $200 Million ARR. Is $11 Billion Too Rich? 1:03:50 Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? 1:08:55 Keith Rabois vs Airwallex. Fintech's Feud Escalates. 1:16:40 Sydney Sweeney for Airwallex? Lemkin's Wild PR Plan.