"I worry this is the next final act..."
20VC with Harry Stebbings·2026-01-29 15:14
The bad feelings last for a day and the five billion lasts forever, right. So, you'll get over it, >> boys. It has been a big week of news.Anthropics inference costs skyrocket. Gra's $5 billion deal and a 12 billion open evidence round. At some point, Nvidia puts will be a great buy cuz every semiconductor cycle for the last 40 years has ended up in a massive downswing.I ain't buying them today. >> When we talk about is SAS dead or what's going on, I worry this is the next final act. I think it's the final ...