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Harry Stebbings

πŸ‘€ Speaker
39125 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

My question is, enterprises like security, they like reliability, they like ease.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

My question is, enterprises like security, they like reliability, they like ease.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Yes.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Yes.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

And when you have frontier models which are packaged perfectly, priced clearly, and it's secure, do they not just go for that, the easy option over trying to be smart and intelligent routing to different open models?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

And when you have frontier models which are packaged perfectly, priced clearly, and it's secure, do they not just go for that, the easy option over trying to be smart and intelligent routing to different open models?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Uber announced last night, I think it was, or yesterday, that they were having a $1,500 budget per individual.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Uber announced last night, I think it was, or yesterday, that they were having a $1,500 budget per individual.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

How do you respond or think about that?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

How do you respond or think about that?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

To me, the biggest question that I ask myself, and I think we need to ask ourselves as an ecosystem today, is if Mark Benioff says that he spends $300 million on Anthropic, okay, for his devs, that is 3.8% of salaries.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

To me, the biggest question that I ask myself, and I think we need to ask ourselves as an ecosystem today, is if Mark Benioff says that he spends $300 million on Anthropic, okay, for his devs, that is 3.8% of salaries.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Okay, great.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Okay, great.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

What will that number be in three years' time?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

What will that number be in three years' time?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Because if it's still 3.8, fuck.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Because if it's still 3.8, fuck.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

If it's 20, fuck again, but fuck positive.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

If it's 20, fuck again, but fuck positive.