# Dave Mcclure

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Bending Spoons at $30B: Brilliant Roll-Up or Overvalued? + SpaceX, Airtable & VC News

Is Bending Spoons really worth nearly $30 billion? This week on Trading Places, Dave McClure and Aman Verjee break down the Italian software roll-up after its $2.25B acquisition of Airtable — and ask whether buying challenged SaaS companies at 3–4x revenue can justify Bending Spoons trading around…

Our Seven Trillion Dollar Future: Dave McClure & Aman Verjee Burst the AI Pessimism Bubble

“Anthropic will be a $3 trillion company, SpaceX $2 trillion, and OpenAI $1 to $1.5 trillion by Q2 of next year.” — Dave McClure   Yesterday, Keith Teare and I debated the circularity of the AI economy. Today, two of Silicon Valley’s most experienced investors, Dave McClure and Aman Verjee, not onl…

Anthropic vs. OpenAI: Inside the $2 Trillion IPO Race

This week on Trading Places, Dave McClure and Aman Verjee break down the Anthropic roadshow numbers and leaked internal forecasts, Nvidia securing a $500B financing coalition of six Wall Street giants, and the SpaceX $60B acquisition of Cursor. Plus: the Canva growth slowdown rattles its IPO case,…

We Are (Not) the Champions: Why Silicon Valley Isn’t Providing an AI Human Dividend

What’s the truth about our AI future? Our guests have different takes. On the one hand, Dave McClure and Aman Verjee predict a $7 trillion future for just three AI startups in 2027. On the other, Salima Bhimani doesn’t believe that Silicon Valley has the imagination to create the moonshot to addres…

Bill Gates foresees massive AI job loss: these VCs disagree | E2330

This Week In Startups is made possible by: Lightfield https://lightfield.app Northwest Registered Agent https://www.northwestregisteredagent.com/twistdomain Rippling https://Rippling.ai/twist Today's show: *Bill Gates dropped a 6,000 word warning: AI will be "the greatest equalizer ever inv…

NVIDIA's AI Empire: Chips, Startups, and Jensen Huang's Endgame

This week on Trading Places, Dave McClure and Aman Verjee break down Nvidia's expanding AI ecosystem, a billion-dollar stake plus exclusive licensing with Poolside, an investment in data supplier Mercor at $20B, and a bet on Perplexity as it raises at $30B. Plus: OpenAI's CFO signals a 2027 IPO, Ch…

Anthropic's $30T Claim, NVIDIA's Blowout, and the AI Bubble Debate

Anthropic had a massive week. The company is targeting $30 trillion in potential revenue, roughly the size of US GDP. A federal judge also struck down the Trump administration's attempt to label Anthropic a "supply chain risk,” a major hurdle cleared ahead of its IPO. The company also locked in a $…

AI Giants Hit the Breaks, Harvey AI Hits $15.5B, Oura Files for a $16B IPO and more w/ Dave McClure & Aman Verjee

Dario Amodei says the industry needs to "pace the frontier." Sam Altman and Elon agreed. Dave and Aman aren't buying the official story. They break down why slowing down might be good for business, and why they would welcome government regulation. The macro backdrop compounds things. Oil's back ove…

VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341

This Week In Startups is made possible by: Northwest Registered Agent: https://www.northwestregisteredagent.com/twistdomain Odoo: http://Odoo.com/twist Rippling: http://Rippling.ai/twist Plaud: http://Plaud.ai/twist Harmonic: http://harmonic.ai/ Today’s show: Anthropic and OpenAI released cheape…

[AI DAILY NEWS RUNDOWN - VIDEO] Anthropic Claude's Autonomous CRISPR Discovery, Meta Connect 'Muse Charm', & VCs Bet Big on Open Source (Sept 24, 2026)

🎧 Listen ADS-FREE: https://podcasts.apple.com/us/podcast/djamgamind-executive-ai-intelligence-business-forensics/id1885359791 🔍 Keyword: Anthropic AI Biology Lab, Claude CRISPR Gene Editing, Meta Connect Muse Charm, VCs Open Source AI, TWiST E2341, Credo AI Governance Important Topics: Anthropic …