Caroline Hyde

What is it that you're seeing in a shift?

You're seeing the psychology of the market shift, you're seeing the attention of the market shift, or you're seeing people's understanding shift.

Which is it?

Carol, you heard Blumos, Nora and Melinda kind of outline the events of the last five days.

You know, Friday, we always say like one session a market does not make.

But clearly there are some deep rooted concerns that corners of the technology industry, i.e.

kind of like legacy software, are at severe risk here.

Does your research reflect that as well?

Okay, to the private markets.

Anthropic is finalizing the details of a funding round of more than $20 billion, which would nearly double its valuation to $350 billion.

Let's get the details.

Bloomberg's venture capital reporter, Natasha Mascarenas, here in SF.

This is something we broke just before the weekend, chased over the weekend, and we think it's coming this week, right?

Where are they at?

What's so interesting about the technology piece of this is what was being advertised, right?

So there's a lot on social media about the who's who of tech being in attendance at the Super Bowl or talking up their own ads.

There were also some fake ads.

But my main point, Kevin, these are like enterprise-facing things, B2B.

When you measure the engagement or outcomes, how can we gauge if these were successful pieces of business at the enterprise level that those companies put in place?

Kevin, AI was big, right?