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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

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 what I mean by that is it's so unpredictable. Six to nine months of product roadmap prediction for model providers.

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 what I mean by that is it's so unpredictable. Six to nine months of product roadmap prediction for model providers.

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 what I mean by that is it's so unpredictable. Six to nine months of product roadmap prediction for model providers.

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 then who cares? 18 months, they decide to change. Deep Seat comes out, they get hit by that.

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 then who cares? 18 months, they decide to change. Deep Seat comes out, they get hit by that.

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 then who cares? 18 months, they decide to change. Deep Seat comes out, they get hit by that.

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

Are you incredibly bullish about the future of the US right now?

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

Are you incredibly bullish about the future of the US right now?

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

Are you incredibly bullish about the future of the US right now?

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

Too positive? No, because a lot of you are like, oh, you know, Harris, Harris, Harris. Trump comes in, does a load of really efficient stuff. Markets go to the fucking moon. And you're still like... I'm like, you ungrateful, ungrateful champagne socialists. And we sit here with the Lego head chancellor who does negative growth on us. Yeah. And we're meant to just take 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

Too positive? No, because a lot of you are like, oh, you know, Harris, Harris, Harris. Trump comes in, does a load of really efficient stuff. Markets go to the fucking moon. And you're still like... I'm like, you ungrateful, ungrateful champagne socialists. And we sit here with the Lego head chancellor who does negative growth on us. Yeah. And we're meant to just take 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

Too positive? No, because a lot of you are like, oh, you know, Harris, Harris, Harris. Trump comes in, does a load of really efficient stuff. Markets go to the fucking moon. And you're still like... I'm like, you ungrateful, ungrateful champagne socialists. And we sit here with the Lego head chancellor who does negative growth on us. Yeah. And we're meant to just take 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

I think you would normally be right except Trump. The confidence that is instilled now in the U.S. public markets, I think, is unparalleled.

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 think you would normally be right except Trump. The confidence that is instilled now in the U.S. public markets, I think, is unparalleled.

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 think you would normally be right except Trump. The confidence that is instilled now in the U.S. public markets, I think, is unparalleled.

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 I think a huge amount of people want to move their money to the US, want to invest in the US, in data centers, in real estate, in you name it. Yeah. Because of the state of the economy. Sure. And that trickles down. It does.

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 I think a huge amount of people want to move their money to the US, want to invest in the US, in data centers, in real estate, in you name it. Yeah. Because of the state of the economy. Sure. And that trickles down. It does.

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 I think a huge amount of people want to move their money to the US, want to invest in the US, in data centers, in real estate, in you name it. Yeah. Because of the state of the economy. Sure. And that trickles down. It does.

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

Are you optimistic about Europe? You've got granola here. You spend some time here. No. There's been exceptions to every rule. What do you think the challenges that Europe faces then?