20VC: In AI Who Wins? Startups or Incumbents? What Happens to Wealth Inequality? Why Will $10BN+ Companies Only Have 10 People | Why Defensibility in Startups is BS & Speed is Everything? Why Large Groups Worsen Decision-Making with Sarah Guo

20VC: In AI Who Wins? Startups or Incumbents?...

Harry StebbingsHarry Stebbings

Up next

20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO

Erik Bernhardsson is the Co-Founder and CEO of Modal, the AI infrastructure platform for training models, running inference and powering AI agents. Modal has raised over $1.2 billion, including a recent $750 million Series D led by Accel at a $15.75BN valuation. The company has s ...  Show more

 . 1h 2min
20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?

David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a few. Today the fund invests from two funds, a $275M seed fund and a $275M opportunity fund. AGENDA: 10:40 Why we have less dilution ...  Show more

 . 1h 16min

Recommended Episodes

10 AI Business Ideas From The Queen of AI ft. Sarah Guo
My First Million

Episode 612: Sam Parr ( https://twitter.com/theSamParr ) and Shaan Puri ( https://twitter.com/ShaanVP ) talk to Sarah Guo ( https://x.com/saranormous ) about the Ai ideas she thinks could be $1B swings. — Show Notes:  (0:00) Intro (4:00) IDEA: AI companions (16:00) IDEA: AI int ...  Show more

 . 1h 2min
AI Billionaire Lucy Guo's Guide to Building Unicorns and Scaling Wealth in Silicon Valley
Networth and Chill with Your Rich BFF

This week on Networth and Chill, Vivian sits down with Lucy Guo, the serial entrepreneur and co-founder of Scale AI, to explore the financial blueprint behind building multiple unicorn companies before age 30. From dropping out of Carnegie Mellon to co-founding Scale AI—now value ...  Show more

 . 44min 15sec
How AI is opening up new markets and impacting the startup status quo with Sarah Guo and Elad Gil
No Priors: Artificial Intelligence | Technology | Startups

This week on No Priors, we have a host-only episode. Sarah and Elad catch up to discuss how tech history may be repeating itself. Much like in the early days of the internet, every company is clamoring to incorporate AI into their products or operations while some legacy players ...  Show more

 . 29min 12sec