▶ 3:02 · $NVDA · Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks

episode briefing

Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks

2026-07-30 · 18 company · 21 thematic

sentiment

7 bull4 bear7 neu

speakers

Founder of SaaStr, a community and media platform for B2B software founders and executives. He is an early-stage investor and a frequent commentator on SaaS growth and go-to-market strategy.

rory o'driscoll

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

quote

“Nvidia is all behind it, right? First tweet in first tweet in in since the 1900s. Like it's pretty clear. ... He's got to go in both dance halls now, right? He's got to go frontier and open and open is dangerous. Open doesn't need CUDA. Op…”

—jason lemkin

episode shorts · 1

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