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Harry Stebbings

👤 Person
11883 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

But the level of consumer data is probably 10x more for OpenAI than it is Anthropic?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

But the level of consumer data is probably 10x more for OpenAI than it is Anthropic?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

But the level of consumer data is probably 10x more for OpenAI than it is Anthropic?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I'm sorry, does everyone not? Like DeepSeek sitting on number one is getting more consumer data and more consumer insight than anyone else. I mean, Xi Jinping is having a data fest. But I mean, respectfully, there's so many that do. I mean, u.com has a pretty good user interface. I wouldn't say it's that much worse than Claude. It's like, it's okay.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I'm sorry, does everyone not? Like DeepSeek sitting on number one is getting more consumer data and more consumer insight than anyone else. I mean, Xi Jinping is having a data fest. But I mean, respectfully, there's so many that do. I mean, u.com has a pretty good user interface. I wouldn't say it's that much worse than Claude. It's like, it's okay.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I'm sorry, does everyone not? Like DeepSeek sitting on number one is getting more consumer data and more consumer insight than anyone else. I mean, Xi Jinping is having a data fest. But I mean, respectfully, there's so many that do. I mean, u.com has a pretty good user interface. I wouldn't say it's that much worse than Claude. It's like, it's okay.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Does DeepSeat change how OpenAI and Anthropic should operate? I just had Jonathan from Grok on the show and he said, if I was Sam Altman, I would open source today. You will die if you don't open source.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Does DeepSeat change how OpenAI and Anthropic should operate? I just had Jonathan from Grok on the show and he said, if I was Sam Altman, I would open source today. You will die if you don't open source.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

Does DeepSeat change how OpenAI and Anthropic should operate? I just had Jonathan from Grok on the show and he said, if I was Sam Altman, I would open source today. You will die if you don't open source.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And do you think Anthropic wins them because of product taste?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And do you think Anthropic wins them because of product taste?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And do you think Anthropic wins them because of product taste?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

You said about data resource, and you said to me before about it, I just want to make sure I get the quote right, that data resource is more important than models. Yeah. That being the consumer insights layer? Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

You said about data resource, and you said to me before about it, I just want to make sure I get the quote right, that data resource is more important than models. Yeah. That being the consumer insights layer? Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

You said about data resource, and you said to me before about it, I just want to make sure I get the quote right, that data resource is more important than models. Yeah. That being the consumer insights layer? Yeah.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I just walked with Manny Medina from outreach and he's building essentially a stripe for agents. And he was talking to me about kind of the future of agents. And he was saying, hey, the future is actually hyper-verdicalized in what would have been non-interesting small markets, but because you're replacing labor, it's actually so much bigger than you could have ever thought.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I just walked with Manny Medina from outreach and he's building essentially a stripe for agents. And he was talking to me about kind of the future of agents. And he was saying, hey, the future is actually hyper-verdicalized in what would have been non-interesting small markets, but because you're replacing labor, it's actually so much bigger than you could have ever thought.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

I just walked with Manny Medina from outreach and he's building essentially a stripe for agents. And he was talking to me about kind of the future of agents. And he was saying, hey, the future is actually hyper-verdicalized in what would have been non-interesting small markets, but because you're replacing labor, it's actually so much bigger than you could have ever thought.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And so an example is that happy robot, this Andreessen company, which is brokers calling truckers to organize loads and transport. Before you're like, that's not very interesting. But actually, if you replace the broker, that's a multi, multi-billion dollar market. How do you think about the future of an agent economy in that respect? Are you excited by that? Do you spend time thinking about it?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

And so an example is that happy robot, this Andreessen company, which is brokers calling truckers to organize loads and transport. Before you're like, that's not very interesting. But actually, if you replace the broker, that's a multi, multi-billion dollar market. How do you think about the future of an agent economy in that respect? Are you excited by that? Do you spend time thinking about it?