Harry Stebbings
👤 Speaker
42961
total appearances
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Voice samples:
8
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High
Appearances Over Time
Podcast Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's increased 5x in price in terms of the cogs.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's increased 5x in price in terms of the cogs.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Right.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Right.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
But people are going, wow, Micron is fully priced at this point.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
But people are going, wow, Micron is fully priced at this point.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Why is it not fully priced?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Why is it not fully priced?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Do you believe your Nebius and your Coreweaves will be a sustainable multi-hundred billion dollar company in the future, or is it solving a short-term supply problem?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
Do you believe your Nebius and your Coreweaves will be a sustainable multi-hundred billion dollar company in the future, or is it solving a short-term supply problem?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's hard to do.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's hard to do.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's operationally intensive.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
It's operationally intensive.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
That was exactly my question.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
That was exactly my question.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
So I just had the co-founder of Nebius on the show.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
So I just had the co-founder of Nebius on the show.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
And the really clear takeaway was the challenge that he has, which is there's a huge amount of money that wants just capacity and compute with the awareness that he needs to build a full-stack product if he wants to have a long-term sustainable business.
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
And the really clear takeaway was the challenge that he has, which is there's a huge amount of money that wants just capacity and compute with the awareness that he needs to build a full-stack product if he wants to have a long-term sustainable business.