20VC: Atlassian Co-Founder Scott Farquhar on The Biggest Lessons Scaling Atlassian to $50BN Market Cap; The Four Roles of the CEO, The Funding Round That Net Accel $6BN, The Regrets of Omission and Commission & The Honeymoon Cut Short

20VC: Atlassian Co-Founder Scott Farquhar on ...

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20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners

AGENDA: 00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War 14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance 27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood' 30:00 – Wall Street Finally Asks the $725 Billion Question: Who Pay ...  Show more

 . 1h 24min
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nik ...  Show more

 . 1h 14min

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