Fable Returns, GLM-5.2 Shakes Up AI Costs, and the $18B IPO Week




Cowboy VC's Aileen Lee, Floodgate's Mike Maples, and Lerer Hippeau's Ben Lerer join the roundtable to break down the busiest week in VC: the Fable/Mythos access reversal, GLM-5.2's cost-crushing rise, Bending Spoons and Lime's IPO pricing, why hyperscaler stocks are lagging chips, and where smart money is placing hardware bets in the AI buildout. Want a shorter one-liner or a longer version with guest credentials spelled out?

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