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PERSON DIRECTORY

Alex Schultz

Alex Schultz appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
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20VCEN · 70 min

Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock

Harry StebbingsAlex Schultz

Anthropic’s $13B raise at $183B post implies 8–9x FY26 revenue if growth decays from 10x to 3x.Canva’s spray-and-pray buying points to consolidation within 12–24 months, making year-2 renewals and mainstream distribution the sector’s key test.The $3–4T capex case still depends on token demand and falling model-provider costs.