Harry Stebbings
👤 Speaker
43349
total appearances
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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
I get it.
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
I get it.
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 for the capex spend, it doesn't make sense.
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 for the capex spend, it doesn't make sense.
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
Can you help me understand that?
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
Can you help me understand that?
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 memory is already a massive bottleneck.
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 memory is already a massive bottleneck.
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.