Musk’s Crumbling Empire, SaaS Apocalypse, Sam Altman Got Played | 3 VCs React
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Musk’s Crumbling Empire, SaaS Apocalypse, Sam Altman Got Played | 3 VCs React
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Follow the Hosts:
Eric: https://www.linkedin.com/in/ericbahn/
Ian: https://www.linkedin.com/in/park-ian/
Kevin: https://www.linkedin.com/in/jiangkevin
00:00 Super Bowl Predictions and Initial Thoughts
00:58 The SaaS Apocalypse: Market Reactions
05:59 The Future of SaaS Pricing Models
08:40 Elon Musk's Consolidation of Assets
12:07 The Anthropic vs. OpenAI Ad War
18:23 Waymo's Expansion and the Future of Autonomous Vehicles
25:51 The Future of Car Ownership
29:25 Humanoid Robots: Promise and Challenges
35:53 The Rise of Stablecoins in Startups
39:37 Rethinking Revenue Metrics in Startups
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