"Society will be Terrified of AI..." πŸ€–πŸ§ 
20VC with Harry StebbingsΒ·2025-12-22 15:15

I think we see four IPOs backloaded next year. SpaceX goes out first. Canva comes out of nowhere second.Data Bricks does it in the back half of the year because it's just time. Anthropic does it at the end of the year. Open AAI probably should have gone first, but it's burning too much.There's no ceiling on venture, which changes all the math and calculations. We haven't missed the boat because what agents can do, we just started. If unemployment ratches up even two or three points, regardless of the reason ...