Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

This isn't an anthropic discussion anymore.

Yeah, I think they will.

I think one last final anecdote and we can move on is...

I mean, obviously they're already on this incredible trajectory that's been reported on publicly.

We had a founder in our portfolio when Fable was active that after a day of using it said, with Fable, they're not gonna hit 100 billion of ARR this year, they're gonna hit 150 to 200.

And that was just an anecdote from their personal use because they thought that the model was so unbelievably powerful and they were gonna spend that much more money on it.

So I think with or without Fable, we'll see.

But I think it's about as good of a market as any for them to go out.

And I think the results and the numbers are just going to be eye-watering.

They should.

Well, I don't know if this is real or not, but I saw on the timeline that Rio, like the city of Rio in Brazil, apparently like post-trained or fine-tuned a Chinese open source model and created like their own city model.

And it was like near frontier or something.

That might've been fake, but that's what I saw.

It's sort of like what we've seen in defense, especially in Western Europe.

You've seen so many startups pop up to respond to the demand from Western European countries to have their own defense supply chain and manufacturing and all these things.

I think we'll see the exact same thing where sovereignty will become much more important.

The thing that's really struck me is just how hard it is to actually build these models and have them actually be good.

If you think about it, like outside of China, there are basically no good open source models.

Like Nvidia has one that's pretty solid now with Nemotron, but like where are the US open source models?

You know, we don't even have any in the US now.

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