▶ 48:30 · SaaS Business Models · SaaS must shift from seat-based to outcome-based pricing to survive AI disruption

episode briefing

Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN

2026-06-18 · 24 company · 11 thematic

sentiment

15 bull6 bear3 neu

speakers

Ev is a partner at Benchmark Capital who previously worked at Vista Equity Partners and Kleiner Perkins (where he led the SpaceX investment at $100B+ valuation). He focuses on early-stage AI investments across infrastructure, applications, and frontier categories.

harry stebbings

Founder of 20VC (The Twenty Minute VC), one of the most popular venture-capital podcasts, and its associated fund.

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.

Ed Ludlow hosts Bloomberg Tech from San Francisco, covering major tech earnings and AI spending trends.

episode shorts · 2

What happens when the government gates access to superintellige…

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