Harry Stebbings
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43349
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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
Because that fundamentally changes the value of Open Air and Anthropic.
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
Because that fundamentally changes the value of Open Air and Anthropic.
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
If it stays at 3.8%, they will not be $5 trillion companies.
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
If it stays at 3.8%, they will not be $5 trillion companies.
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 if it's 100%, like Brandon at McCore said it will be in a year, they'll be $10 trillion companies.
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 if it's 100%, like Brandon at McCore said it will be in a year, they'll be $10 trillion companies.
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
If I push you on developer salary spend, what percent of token spend as a portion of salary do you think we'll see in 24 months?
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
If I push you on developer salary spend, what percent of token spend as a portion of salary do you think we'll see in 24 months?
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
You think the costs will go down?
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
You think the costs will go down?
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
Because this is kind of the challenge that we've had.
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
Because this is kind of the challenge that we've had.
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
We thought when we went from chat to agent that costs would go down and token costs would go down.
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
We thought when we went from chat to agent that costs would go down and token costs would go down.
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
They've gone up.
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
They've gone up.
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
Yeah, for now.
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
Yeah, for now.
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
Help me understand that and how that changes.
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
Help me understand that and how that changes.