20VC: OpenAI & SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudflare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

AGENDA:
05:16 Nvidia Blowout Quarter: $81BN Revenues and Stock… Flat!
10:39 Uber and Microsoft Declare Productivity Gains Questionable from AI
25:26 The Layoffs Continue: ClickUp and Cloudflare
34:39 OpenAI S1: Is it a Race? How Will it be Received?
38:28 Do Anthropic Rush Out Their IPO Also?
45:49 SpaceX S-1: "Why I Would Never Invest"
48:06 Why Colossus is a Stroke of Genius By Elon
51:31 Data Centers In Space is BS and Will Not Be Core to SpaceX
58:04 Polsia Raises $30M at $250M Price: Is this the Peak?
01:06:08 Exa Raises at $2.2BN to Build Search for Agents
01:14:34 Is Replacing Your CRM with Vibe Coding Always Ragebait