20VC: SpaceX buys Cursor for $60BN; Anthropic's first profit on $11.5BN quarterly revenue
20VC · rss · 2026-08-20
This 20VC episode covers the week's mega deals: SpaceX buying Cursor for $60BN (and why that was surprisingly cheap); Stripe's $7–8BN OpenRouter bet and its fatal risk (enterprises don't want 10 models); Anthropic turning its first profit on $11.5BN quarterly revenue, plus the math behind a possible $600BN revenue target.
Also discussed: whether Microsoft or Amazon will race to buy Cognition; Lovable vs Higgsfield's similar revenue but radically different valuations (is Lovable's $13.3BN price actually cheap?); Silver Lake's $43BN Workday bet and mature SaaS thesis; and why the DOJ is coming after a16z, which claims 50 legal battles at once.
More from Companies & People
- Travis Kalanick returns with Atoms, backed by Ben Horowitz's biggest-ever check — rohanpaul_ai · 2026-08-20
- OpenAI Builds Zero-Storage Safety System to Detect Misuse — The Decoder · 2026-08-20
- Uber Partners with Zipline for 1M Daily Drone Deliveries by 2029 — lukas_m_ziegler · 2026-08-20
- Compliance is the key to unlocking big-ticket enterprise AI deals — santoshpanda · 2026-08-20
- JPMorgan: Tesla FSD v15 launching this year to boost Robotaxi deployment — JOBhakdi · 2026-08-20
- Hugging Face Engineer to Reveal Secrets of Training World-Class LLMs at CERN — Kyrannio · 2026-08-20