20VC with Harry Stebbings
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Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down
20VC with Harry Stebbings· 2026-05-07 14:00AI Processing
the most aggressive quarter in capitalism. This is leaning in like you've never seen leaning in before. This is the top of the distribution pulling away this week. It was the Super Bowl of earnings. Mag 7 earnings. So, what happened? Meta lost. Microsoft Amazon thumbs up and Google home run. Next, is the SAS apocalypse over? Atlassian 29% up. Twilio 20% up. 59 23% up. And then in private markets, Sierra raising $950 million at a $15 billion valuation. And then finally, Sam Alolman versus Elon Musk. Week one ...
Shopify CEO on Elon Musk
20VC with Harry Stebbings· 2026-05-07 05:00
There's just simply no chance that we shouldn't be sort of deeply deeply deeply in fact daily thankful for what Elon is doing on Plano. He's so singular. I did not touch the steering wheel of my car this morning.It just like drove me. It also didn't like uses any gasoline. I don't care particularly about this, but that's just like [ __ ] hell.That's cool to have that option. It's also an amazing car. So like I have a Model Y.I love it. And by the way, that Model Y that I love is like a car that is incredibl ...
Why 60% of Canadians Are Wrong About Trump
20VC with Harry Stebbings· 2026-05-06 05:00
It's very very rare that Canada does anything. It's like Canada, Lululemon, Shopify, maybe Miller Light. What other products exist from Canada.There's a Trump Derangement Syndrome in Canada that is just stunning. 60% of people think that United States is the largest risk to Canada, much larger than like my Russia or China would be. And you think that's wrong. Of course it's wrong.It's because Canada is a small economy attached to a hegemon. There's been one winning strategy in Canada's history, which is win ...