20VC: Anthropic files S-1 for $2T IPO, Microsoft lays off 27,000, Meta raises $95B
20VC · rss · 2026-10-29
This episode of 20VC covers a dense agenda of AI business news: Anthropic filing its S-1 ahead of a $2 trillion IPO; Microsoft offering buyouts to 60,000 employees; Zuckerberg tapping equity markets for a $95B AI capex spree; DeepSeek raising $15B amid US backlash against Chinese AI; OpenAI and Wiz uncovering decade-old security flaws; Instinct's rumored $30B valuation dividing the panel; an invest committee debate on putting 20% of a fund into OpenAI at $1.25T; Palmer Luckey's war-dog startup hitting a $1.5B valuation; and Zuckerberg threatening a California exit over the billionaire tax.
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