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Harry Stebbings

๐Ÿ‘ค Speaker
30471 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

What do you say to a Bryan Singerman of the world who always said that I'm not smart enough to predict the future, but my job is to pick founders that are able to do so?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

What's a parallel property direction from 1885 onwards style timeframe that you think will play out in the next era?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

And largely a lack of pension fund reform in a lot of cases, to be quite honest.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

How much more cash do we need in Europe for frontier AI to be what we think it can be?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Is it like 2x?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

What's easier, the equity raise or the debt raise?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Do you think we are under-invested still today in data centers?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Are frontier models moving faster than the pace of chips, as you said there with H100s, where you have newer and newer models and then you're training them on older and older chips because that's what's free and it's not moving in lockstep.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Is that the problem that we're articulating?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

If we have compute standardization in the way that you said, will we remove the boom and bust cycle or is that just one part of it?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

I'm sorry for asking.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

So you're like, Jesus Christ, Harry, I'm a professor at Stanford and you waste my time with this, which is a fair statement.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

What is the biggest bottleneck or barrier to compute standardization that you want to achieve?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

How is Silicon Valley and DC not on the same alignment?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Do you worry that basically the CCP is subsidizing a generation of Chinese models that are now being used by American companies, whereby they have frontier models to essentially set where model capabilities can be and then have a real effort to make the open source Chinese models as close to those benchmarks as possible, much, much cheaper?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

You said before that state sponsored attacks on frontier AI labs are getting worse.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

What do we not know that we should know?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

I'm sorry, what does that mean, an iron dome for inference in terms of sustaining it?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

I'm sorry for my lack of cohesion on question.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Really, I feel guilty and I don't blame you for leaving this interview thinking, God, he's got worse over the eight years, not better.