Harry Stebbings

Anthropic hits a whopping $30 billion in revenue, surpassing OpenAI.

And then finally, SpaceX finally, confidentially, files for IPO, targeting a $2 trillion valuation.

But before we dive into the show today, let me tell you about Omni.

It's an AI analytics platform, and it solves a problem every scaling company hits.

Your team needs insights, not just data lookups, the stuff that really matters, and it's critical to get it right, like CAC payback,

periods and net dollar retention for AI agents to act on your company data.

They need your business context, your definitions, your logic, your permissions, and that's what Omni's governed context graph provides.

Your data team defines it once, then anyone, your ops lead, your CFO, your PM, can ask a question in English and get an answer in seconds.

Perplexity, Mercury, and DBT run on Omni, and 20 VC listeners get a free three-week trial.

week, very specific, not a month, but three weeks, go to omni.co forward slash 20VC.

That's omni.co forward slash 20VC.

After Omni helps you find the right customers, checkout helps you close them.

Over the past few

For 15 years, Guillem Pozaz has led Checkout.com through what he calls the velocity years, a period of hyper growth with relentless product building.

The lesson, high growth is a gift, but it demands ruthless focus.

As his mother put it, play the game you're good at.

For Checkout.com, that game is digital payments, obsessing over data, chasing basis points, and compounding learnings over time.

And that discipline is paying off.

2025, Checkout.com processed over 300 billion in total volume,

64% year-over-year and return to full-year EBITDA profitability.