100 episodes. Two years. Here's what actually changed.
This Week's Briefing
100 episodes!
Two years since we started this.
We went back and pulled the numbers from episode 1 to now, valuations, funding, the stuff that's changed beyond recognition, and the one question that's followed us the entire way.
Worth a scroll.
Let us know what you think.
You can find the complete episode below:
Key Takeaways
- Anthropic went up 52x in two years
- Europe is producing more winners and losing more ground at the same time
The Bigger Picture
- AI went from a fifth of European VC to more than half
- Not everything moved
Why it matters
“Everything changed. And somehow, the core question didn't.”