episode 23 of our very bad horrible #TradingPlaces podcast on VC #secondary and tech news is live! this week: - @SpaceX @xAI $1.25T merger happened -- wow! - #SaaSpocalypse + #AI cratered #Saas valuations - #BigTech 4 spend $650B on AI #datacenter buildout - @Cerebras valuation goes to $23B, @Benchmark goes in $225B on a *single* SPV (now that's conviction) - David Zhou @cupazhou & I discuss #SPV revolution + how to use SPVs to drive predictable #DPI by year 7 - @AmanVerjee breaks down why #SpaceX IPO will be worth $1.5-2T and when do robots colonize #mars - listen to me sing #AgeOfAquarius very badly. we are ALL-IN on the worst of VC on @TradingVCs cc @PracticalVC @SuperclustersLP(Dave McClure)