20VC x SaaStr: “I Don’t Buy Dario Anymore”, Mythos Withheld Over Zero-Days, Meta’s Muse Spark Gets Back in the Game, SpaceX at $2T on 108x Revenue, and Why 60% Agents Are the Slow Death Spiral for Public SaaS (opens in new tab)

With Harry Stebbings, Jason Lemkin, and Rory O’Driscoll The team is back!! Anthropic unveiled Mythos and then refused to release it. Why? Because it can autonomously discover thousands of zero-day vulnerabilities, including ones sitting in code bases for years, without anyone asking it to. The market reaction: cyber stocks tumbled. Which is backwards. Every security... Continue Reading