# 20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

Page: https://stenobird.com/podcast/twenty-minute-vc/20vc-anthropic-s-6bn-revenue-month-openai-kills-sora-hits-100m-arr-on-ads-oura-going-public-whoop-raises-at-10bn-manus-founders-trapped-in-china-the-billionaire-tax-anyone-left-in-california
Text version: https://stenobird.com/podcast/twenty-minute-vc/20vc-anthropic-s-6bn-revenue-month-openai-kills-sora-hits-100m-arr-on-ads-oura-going-public-whoop-raises-at-10bn-manus-founders-trapped-in-china-the-billionaire-tax-anyone-left-in-california.md
Podcast: [The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch](https://stenobird.com/podcast/twenty-minute-vc)
Published: 2026-04-02T08:55:00+00:00
Episode link: https://thetwentyminutevc.libsyn.com/20vc-anthropics-6bn-revenue-month-openai-kills-sora-hits-100m-arr-on-ads-oura-going-public-whoop-raises-at-10bn-manus-founders-trapped-in-china-the-billionaire-tax-anyone-left-in-california
Audio file: https://traffic.libsyn.com/secure/thetwentyminutevc/The_Trio_EP.50-Fixed_2.mp3?dest-id=240976
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Duration seconds: 4176

## Resource

AGENDA: 00:00 — Anthropic's Monster Month: 6 Billion in February Revenue 04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters 11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal? 14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work 20:50 — Masa Son's $40BN Bridge Loan: Investing More Into OpenAI 21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified? 27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security 31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting 34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR 41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation 49:50 — Epic Games Layoffs: The Reality of the Attention Economy 52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal 59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California 01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat

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