20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

**Rory O'Driscoll** (0:00)
We may be at the stage where we throw the humans under the bus, not the AI anymore, which I think at some level is pretty terrifying. I think shooting in the head is even more significant.

**Jason Lampkin** (0:08)
A big part of the whole strategic direction of the company was flawed.

**Rory O'Driscoll** (0:12)
You're seeing the economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it. You haven't lived till you've seen an 85% decline in an index.

**Jason Lampkin** (0:26)
This is one where it's just back-ass, bark words.

**Rory O'Driscoll** (0:30)
And I don't believe there's right or wrong in money. There's just money.

**Jason Lampkin** (0:33)
I just don't think raising it 5 or 8 billion when you're at 80 million or 100 million of suspect ARR is the most exciting accomplishment in the world.

**Rory O'Driscoll** (0:40)
Let me be direct. Get the fuck over it. You should conform your company around your customers and your model, not your VCs. Being mean to a billionaire is actually a feature.

**Harry Stebbings** (0:48)
This is 20VC with me, Harry Stebbings, and it's my favorite show of the week. Rory O'Driscoll, Jason Lampkin, analyzing the biggest news in tech. So, we start with Anthropic's monster week. We move to OpenAI killing Sora and hitting 100 million ARR on ads, and then we finish on the man with the biggest balls in tech, Masa, getting $40 billion loan to buy more OpenAI stock for Softbank. But before we dive into the show today, I run 20VC fund and I get this question from founders all the time. Harry, I can't find a good.com. Do you have a hookup? Let me tell you now. The answer is always going to be no.
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**Rory O'Driscoll** (4:08)
You have now arrived at your destination.

**Harry Stebbings** (4:11)
Boys, welcome back. It is this week in Anthropic, otherwise known as the Sassogees, which has been renamed. I want to start with, you guessed it, Anthropic, unbelievable 28 day month of February, where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime. Do you know what I think was the most interesting news out of Anthropic this week? It was actually the accidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter model apparently, that is this next level step changing capabilities that they're not releasing because of how powerful it is. This is by far the most interesting to me. Jason, how did you think about this news?