20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026: Anthropic, Stripe, Databricks and SpaceX

In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dissect current events in tech, venture capital, and IPO markets. They debate SpaceX's $800 billion valuation, the potential for a bumper IPO year in 2026 with companies like Anthropic and Databricks, and whether a Netflix acquisition of Warner Brothers is likely, considering regulatory and political hurdles. They also discuss Tiger Global's new fund, Naveen's $500 million seed round, and Harvey's $8 billion valuation, questioning the sustainability of high growth rates and multiples in the AI sector. The conversation extends to the use of Chinese open-source models by U.S. startups and the implications of Airwallex's valuation compared to Ramp, touching on data security concerns and potential market dislocations.