Latest / The Official SaaStr Podcast: SaaS | Founders | Investors
The Latest 20VC+SaaStr: Databricks Hits $100B, CoreWeave’s $11B Debt Gamble, and Why We’re All Living in the AI Bubble
The latest 20VC x SaaStr episode with Harry Stebbings, Jason Lemkin, and Rory O’Driscoll is here! The team is discussing Databricks’ $100B valuation, the coming IPO tsunami, CoreWeave’s massive debt raise, AI infrastructure spending that could hit trillions, the return of SPACs as a bubble signal, and why AI tool consolidation will happen faster than anyone expects
Bottom Line Up Front
Harry Stebbings: “We’re seeing the biggest wealth transfer in tech history unfolding before our eyes. When Databricks hits $100B and Andreessen could make $30B on a single deal, we’re not just in a bubble—we’re…
The skinny
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