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Nabeel Hyatt

👤 Person
615 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

It's helpful to bucket things and have lenses. Totally, no, it very much is. Can we say lenses and not frameworks?

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

It's helpful to bucket things and have lenses. Totally, no, it very much is. Can we say lenses and not frameworks?

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

It's helpful to bucket things and have lenses. Totally, no, it very much is. Can we say lenses and not frameworks?

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

This actually is a framework that came in the mobile revolution for us at Spark and then reapplied. So this is an old lens reapplied, which is adaptation, evolution, and revolution. And there are versions of this that have existed as people have talked about AI generally. Can I use the mobile analogy to kind of get you there?

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

This actually is a framework that came in the mobile revolution for us at Spark and then reapplied. So this is an old lens reapplied, which is adaptation, evolution, and revolution. And there are versions of this that have existed as people have talked about AI generally. Can I use the mobile analogy to kind of get you there?

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

This actually is a framework that came in the mobile revolution for us at Spark and then reapplied. So this is an old lens reapplied, which is adaptation, evolution, and revolution. And there are versions of this that have existed as people have talked about AI generally. Can I use the mobile analogy to kind of get you there?

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

So adaptation is the obvious, like, I'm going to take the thing and I'm going to make a copy of the thing for AI. And so in the mobile revolution, this was the New York Times makes newyorktimes.com on mobile. And that's the product, right? And that's obviously a world where 2023 was kind of the big adaptation push. And that was when Adobe Firefly launches. It's when Spotify DJ launches.

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

So adaptation is the obvious, like, I'm going to take the thing and I'm going to make a copy of the thing for AI. And so in the mobile revolution, this was the New York Times makes newyorktimes.com on mobile. And that's the product, right? And that's obviously a world where 2023 was kind of the big adaptation push. And that was when Adobe Firefly launches. It's when Spotify DJ launches.

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

So adaptation is the obvious, like, I'm going to take the thing and I'm going to make a copy of the thing for AI. And so in the mobile revolution, this was the New York Times makes newyorktimes.com on mobile. And that's the product, right? And that's obviously a world where 2023 was kind of the big adaptation push. And that was when Adobe Firefly launches. It's when Spotify DJ launches.

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

It's when Canva Create, I think it's called. It's when like, You know, the big boys came to town with their AI products and everybody had like a year to go think about what they were gonna do after the GPT era and like ship their incumbent advantage stuff. Like that's all adaptation. Evolution, I think the easiest way to kind of separate it is it's when there's a new workflow.

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

It's when Canva Create, I think it's called. It's when like, You know, the big boys came to town with their AI products and everybody had like a year to go think about what they were gonna do after the GPT era and like ship their incumbent advantage stuff. Like that's all adaptation. Evolution, I think the easiest way to kind of separate it is it's when there's a new workflow.

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

It's when Canva Create, I think it's called. It's when like, You know, the big boys came to town with their AI products and everybody had like a year to go think about what they were gonna do after the GPT era and like ship their incumbent advantage stuff. Like that's all adaptation. Evolution, I think the easiest way to kind of separate it is it's when there's a new workflow.

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

It's when the behavior has changed slightly. The good example of this is in the mobile era is Instagram, where you're suddenly doing a different behavior than you used to when you think about Flickr or prior photo websites. It's a new behavior that is native to that medium. This can be done by incumbents and by startups, by the way. Like sometimes a really fast moving startup will do 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

It's when the behavior has changed slightly. The good example of this is in the mobile era is Instagram, where you're suddenly doing a different behavior than you used to when you think about Flickr or prior photo websites. It's a new behavior that is native to that medium. This can be done by incumbents and by startups, by the way. Like sometimes a really fast moving startup will do 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

It's when the behavior has changed slightly. The good example of this is in the mobile era is Instagram, where you're suddenly doing a different behavior than you used to when you think about Flickr or prior photo websites. It's a new behavior that is native to that medium. This can be done by incumbents and by startups, by the way. Like sometimes a really fast moving startup will do 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

Sometimes it's an incumbent. Granola is a good example of this, right? They are an evolved product. You are treating, I don't know if you want to call that an AI meeting notes software. I don't know if you want to call it transcription software. I don't want to call it just Apple notes with AI in it, but it's a different behavior. It's a different way of using the product.

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

Sometimes it's an incumbent. Granola is a good example of this, right? They are an evolved product. You are treating, I don't know if you want to call that an AI meeting notes software. I don't know if you want to call it transcription software. I don't want to call it just Apple notes with AI in it, but it's a different behavior. It's a different way of using the product.

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

Sometimes it's an incumbent. Granola is a good example of this, right? They are an evolved product. You are treating, I don't know if you want to call that an AI meeting notes software. I don't know if you want to call it transcription software. I don't want to call it just Apple notes with AI in it, but it's a different behavior. It's a different way of using the product.

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 Replit Agents, the way that they've rebuilt, another really good example of evolving the medium in a way. Descript is another example. You cannot take the incumbent UI and just slap Descript on. It is a rethinking of how you would do audio and video editing from scratch with AI in mind. So that's evolution.

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 Replit Agents, the way that they've rebuilt, another really good example of evolving the medium in a way. Descript is another example. You cannot take the incumbent UI and just slap Descript on. It is a rethinking of how you would do audio and video editing from scratch with AI in mind. So that's evolution.