20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom

20VC: Why Most AI Investments Will Do Worse t...

Harry StebbingsHarry Stebbings

Up next

20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest | Why Kindness in Business Will Slow You Down with Adam Foroughi

Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business ...  Show more

 . 1h 20min
20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

Amjad Masad is the Co-Founder and CEO of Replit, one of the leading "vibe-coding" platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by ...  Show more

 . 46min 51sec

Recommended Episodes

EMERGENCY DEBATE: What Trump’s Return Really Means for America & The Real Reason Men Voted for Trump! Is the UK About to Collapse?!
The Diary Of A CEO with Steven Bartlett

Trump has taken the oath of office, but what does this really mean for the future of the world?   The Diary Of A CEO’s first ever election round table is joined by three renowned voices: Scott Galloway, Daniel Priestly and Konstantin Kisin.  Konstantin Kisin, a political and so ...  Show more

 . 1h 41min
How Intel’s CEO Became a Political Liability
The Journal.

President Trump has called for the resignation of Intel’s CEO, Lip-Bu Tan. Tan played a key role in building up China’s chip industry, earning him the nickname “Mr. Chip.” Now his ties to China have opened him up to criticism, just as he’s struggling to turn Intel’s business arou ...  Show more

 . 18min 33sec
What Everyone’s Getting Wrong About AI, with Arvind Narayanan
Capitalisn't

Every major technological revolution has come with a bubble: railroads, electricity, dot-com. Is it AI’s turn? With investments skyrocketing and market valuations reaching the trillions, the stakes are enormous. But are we witnessing a genuine revolution—or the early stages of ...

  Show more

 . 48min 30sec
China's DeepSeek has US questioning AI innovation pace: Snowflake CEO weighs in
Opening Bid Unfiltered

AI is developing at lightning-fast speeds. What is seen as game-changing on a Monday could be seen as behind the curve by Friday. Investors have been reminded of that this week as AI darling stocks such as Nvidia (NVDA) get punished on fears of DeepSeek. The China-based model mak ...  Show more

 . 24min 14sec