Harry Stebbings
👤 Speaker
33921
total appearances
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Feeling spicy.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Feeling spicy.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
I just came from an LP meeting.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
I just came from an LP meeting.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
I wanted to start with OpenAI missing numbers, specifically across user growth and revenues, with the two obviously matches missed numbers on.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
I wanted to start with OpenAI missing numbers, specifically across user growth and revenues, with the two obviously matches missed numbers on.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
It's led to CoreWeave dropping and Oracle dropping, I think 5% and 7% respectively.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
It's led to CoreWeave dropping and Oracle dropping, I think 5% and 7% respectively.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Is this being made too big a deal of?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Is this being made too big a deal of?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Is this justified in terms of the response that we're seeing?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Is this justified in terms of the response that we're seeing?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
How did we analyze this?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
How did we analyze this?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Do we place no value then on large multi-year enterprise deals?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Do we place no value then on large multi-year enterprise deals?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
A la ServiceNow, we had Mike from Atlassian on who talked about the increased rate of multi-year enterprise deals that are very large.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
A la ServiceNow, we had Mike from Atlassian on who talked about the increased rate of multi-year enterprise deals that are very large.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Do they just not have value because we're going to see the eradication?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
Do they just not have value because we're going to see the eradication?