$TWLO · Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic

episode briefing

extracted intelligence

20VC

Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic

2026-06-04 · 7 company · 6 thematic

sentiment

5 bull1 bear1 neu

speakers

jason lemkin

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

“Stock's up 57% this year. It's gone from I think four or five% growth to 20. Octa, you know, which was which was your dad's uh uh enterprise uh O system up 57% this year, 56%, right? data dog which everyone uses right every AI leader uses…”

—jason lemkin

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