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The $14.8B AI Deal That “Makes No Sense,” IPO Pops, and Why Legacy B2B is Stuggling: The Latest SaaStr + 20VC Breakdown
- The latest 20VC podcast features discussions on AI acquisitions, IPO markets, and venture capital by industry veterans Rory O’Driscoll, Harry Stebbings, and Jason Lemkin.
- The $14.8B acquisition of Scale AI by Meta is deemed unconventional as Meta invested but received a special dividend, with questionable financial sense.
- Chime's successful IPO signals the reopening of the IPO window, impacting market psychology positively despite leaving money on the table.
- Ramp's $16B valuation raises questions on fintech valuations and the capital-intensive nature of such businesses.
- Founder-CEO changes like those potentially happening at Discord are discussed, emphasizing the importance of continuity for B2B companies' success.
- Legacy software companies face challenges in the AI-driven landscape, while new entrants like Glean show promise with agile strategies.
- The podcast ends with rapid-fire predictions on topics like Apple's potential US iPhone assembly and the S&P's positive finish odds.
- Key takeaways for B2B leaders include the significance of trust, IPO readiness, the risk of founder-CEO changes, and valuation metrics in fintech.
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