20VC/
20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
Nikesh Arora and the hosts use Airtable’s sale, the Leo Aschenbrenner blow-up, and big AI/security news to argue that software is being re-priced by AI-native rebuilds, not just AI add-ons. The deepest thread is cybersecurity: as models get better at finding vulnerabilities and agents gain real permissions, enterprise buyers will pay for control, context, and compute.
