20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

Harry Stebbings discusses a packed week of AI and tech news, including Nvidia's blockbuster earnings and its pending acquisition of Hugging Face. He covers the escalating OpenAI-Musk feud, a massive AI-powered cyberattack, and the rising valuations of AI assistant and coding agent startups. The episode explores the concept of compound startups, Salesforce's AI pivot to Claude and outcome-based pricing, and the collapse of the Stripe-PayPal deal. Harry also touches on privacy concerns around police surveillance cameras in Texas.