Anastasios Angelopoulos

speaker

614 appearances 1 recordings 1 series first heard Aug 2026 last heard 3 Aug

Anastasios Angelopoulos’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena · 3 Aug 2026 podcast

So that technical challenge, imagine if every enterprise in the world was trying to build this themselves.

They wouldn't be able to do that.

I'm not being rude then.

How's like RAM able to do it?

Well, who knows how they're doing it, right?

I don't know that their router is actually like really deeply solving that problem.

Yeah, I mean, it will depend on who builds the best technology for helping people save money and get the best performance.

I think all of these companies are well positioned to do it, but we'll see for whom it's a top priority and they have the machine learning team to really make it happen.

The other side of the debate is that given the complexity of the challenge, I don't think that everybody can do it.

So the war has yet to be won.

And how should we read that?

Well, I definitely think in the long run, the market will be efficient.

Things will get cheaper.

For example, one of the things that's going to happen is that like right now, Anthropic has like disgustingly high gross margins in their inference.

And after they go public, the whole world is going to see that, right?

Like we're going to see their margins because those are going to be public information.

And that's going to exert downward pricing pressure on their inference.

Yeah, people are going to be like, well, I know that you can do a better discount.

Like in negotiating leverage, I'm like, okay, like a standard negotiation with a private company goes like this.

I'm charging X. And then the other side says, no, it should be one third X. And they're like, I'm so sorry.

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