20VC: Why OpenAI Will Become an Infrastructure Play, Why Apple Will Win in an AI World, Why Google is the Most Vulnerable Incumbent, Will LLMs Be Commoditised, Which Startups Are Thin vs Thick Wrappers on Top of LLMs with Jeff Seibert, Founder @ Digits

20VC: Why OpenAI Will Become an Infrastructur...

Harry StebbingsHarry Stebbings

‏التالي

20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy?

AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy 28:34 Broadcom's Market Cap D ...  عرض المزيد

 . 1 ساعة و 22 دقيقة متبقية
20VC: a16z's David George on How $BN Funds Can 5×, Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z

David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. His team has backed many of the defining companies of this era, including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI, and is now investing behind a new generatio ...  عرض المزيد

 . 1 ساعة و 6 دقيقة متبقية

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E1035: SoftBank Managing Partner Jeff Housenbold on deploying the $100B Vision Fund, getting recruited by Masayoshi Son, counseling founders to manage massive capital, creating moats, reasons for shift toward profits, lessons from WeWork & more
This Week in Startups

0:40 Jason intros Jeff Housenbold
2:16 What did Jeff do before joining the Vision Fund? How did he help scale eBay & Shutterfly?
4:15 How did he wind up at SoftBank? What was it like being recruited by Masayoshi Son? How did Masa pitch the Vision Fund to Jeff?
...  عرض المزيد

 . 1 ساعة و 33 دقيقة متبقية
280: Jeff Lerner, Starting a business from scratch
The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving

<span style="font-weight: 400;">Welcome to Strategy Skills episode 280, an episode with a renowned digital entrepreneur and founder of ENTRE institute, Jeff Lerner. Get Jeff's book</span>

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 . 1 ساعة و 11 دقيقة متبقية
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Odd Lots

Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ...  عرض المزيد

 . 57 دقيقة و31 ثانية
Who captures the most value after the SaaS-acre? Enterprises or Startups?
Equity

Alex invited Janelle Teng from Bessemer Venture Partners on the program to riff with us on the state of the cloud. That's also the title of Bessemer's latest data dump concerning cloud stocks, startups, AI, and more. Teng, a co-author on the report, walked through some of key bit ...  عرض المزيد

 . 35 دقيقة و58 ثانية