Anthropic is now reportedly running at a $44B ARR pace, secondary markets are valuing it north of $1T, and demand is turning into full-scale FOMO.
This week on Trading Places, Dave McClure and Aman Verjee break down:
00:00 — cold open
00:39 — [ tech and vc news ]
01:53 — Markets ATH during Iran war 💥
06:45 — SpaceX + Anthropic $4B deal 🤝
10:51 — New NASDAQ rules benefit SpaceX 🔔
15:21 — Anthropic raising $50B @ $900B, ARR accelerating 📈
18:20 — Sam and Elon courtroom drama 🍿
23:21 — Cerebras IPO 20x oversubscribed 🥊
25:14 — SaaS-pocalypse continues ⛈️📉
27:47 — [ valuation corner: retail VC part 1 ]
Non-accredited investors want private stock 🙏
29:11 — Robinhood Ventures w/ Sarah Pinto & Vlad Tenev 1️⃣
30:15 — Fundrise w/ Ben Miller 2️⃣
33:00 — D/XYZ w/ Soheil Prasad 3️⃣
36:39 — Which would Dave pick? 🤔
41:35 — [ VC secondary 101 w/ dave mcclure ]
What is secondary? 🌈
43:03 — Size of the market 📈
44:53 — Why people buy/sell 🤷♂️
47:41 — What are Secret Stallions 🐴
48:45 — Three deal strategies 🧠
[ links ]
[ invest = https://practicalvc.com ]
[ trading places socials = www.linktr.ee/tradingplacespod ]
[ aman verjee = https://www.linkedin.com/in/aman-verjee | https://x.com/amanverjee ]
[ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]
Thank you for watching
#tradingplacespodcast #secondary101 #vcsecondary #davemcclure #anthropicstock
