20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026: Anthropic, Stripe, Databricks and SpaceX

AGENDA:

03:46 SpaceX's $800 Billion Valuation: A Deep Dive

09:18 IPO Market Predictions for 2026

18:18 Netflix's Bold Move: Acquiring Warner Brothers

27:43 Tiger's New Fund Strategy

33:02 Databricks' Head of AI $500 Million Seed Round

36:38 Harvey Raises $160M at an $8BN Valuation

48:22 Will LLMs Kill the App Layer

01:02:02 Google's AI Capabilities

01:06:58 Chinese Open Source Models in US Startups

01:08:57 Airwallex Raises $330M at an $8BN Valuation

01:23:50 Prediction Markets and Insider Trading