The Velocity of AI Hegemony: Inside the $60B Cursor Acquisition, Stripe’s M&A Surge, and the $600 Billion Math

Executive Overview The artificial intelligence economy has officially crossed a threshold from speculative exuberance to high-stakes industrial consolidation. In a market dominated by dizzying capital inflows and relentless technological obsolescence, the latest installment of 20VC x SaaStr—featuring host Harry Stebbings alongside tech investors Rory O’Driscoll and Jason Lemkin—lays bare the raw, unapologetic math shaping the…

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