Dave McClure|Sep 03, 2026 16:38
OUR VC PODCAST @TradingVCs IS LOW-CLASS.
but our valuations and anal-ysis are top notch.
this week on EP47 #TradingPlaces:
- @AnthropicAI claims $30T TAM for $2T+ IPO
(also: I'm 32, 6' 4", tall dark & handsome, blue eyes)
- Jensen hugs @HuggingFace for $12.9B
- @Stripe tells @PayPal "it's me, not you"
- @Meta pays $17B for giving your kids crack
- we intvw @hKanji @HoxtonVentures
- @AmanVerjee values the #NeoCloud market
cc @PracticalVC(Dave McClure)
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