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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

We're trying to get what really amazing people at whatever their field is across every field in the world would do in this situation. And so if you are running a next-gen product with AI deeply embedded and you have the best users using that product, that will inform you to make better products for those users and inform the models that you're building.

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 is about trying to build a top of market product and then trying to make decisions for, I mean, AI, the promise of AI is this thing, this little alien in your computer is gonna help you be smart and as smart as the best person who does this thing.

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 is about trying to build a top of market product and then trying to make decisions for, I mean, AI, the promise of AI is this thing, this little alien in your computer is gonna help you be smart and as smart as the best person who does this thing.

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 is about trying to build a top of market product and then trying to make decisions for, I mean, AI, the promise of AI is this thing, this little alien in your computer is gonna help you be smart and as smart as the best person who does this thing.

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 spend a lot of time thinking about it. I think most of them fall into, if you just really think through the second order effects of it, fall into kind of like near term arbitrage, which might just take that whole market to zero, especially if you are meeting the market where it is today with the models of today. You need to assume that you still have a second, third and fourth act

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 spend a lot of time thinking about it. I think most of them fall into, if you just really think through the second order effects of it, fall into kind of like near term arbitrage, which might just take that whole market to zero, especially if you are meeting the market where it is today with the models of today. You need to assume that you still have a second, third and fourth act

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 spend a lot of time thinking about it. I think most of them fall into, if you just really think through the second order effects of it, fall into kind of like near term arbitrage, which might just take that whole market to zero, especially if you are meeting the market where it is today with the models of today. You need to assume that you still have a second, third and fourth act

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

in your business because you're going to need to keep innovating? Or else, how are you not going to get lapped by 25 other competitors who are also going to build call agents into your vertical market tomorrow? And so I think you do have to ask some of these questions. Sensibly, how hard is the job to be done? This is a direct contrast.

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

in your business because you're going to need to keep innovating? Or else, how are you not going to get lapped by 25 other competitors who are also going to build call agents into your vertical market tomorrow? And so I think you do have to ask some of these questions. Sensibly, how hard is the job to be done? This is a direct contrast.

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

in your business because you're going to need to keep innovating? Or else, how are you not going to get lapped by 25 other competitors who are also going to build call agents into your vertical market tomorrow? And so I think you do have to ask some of these questions. Sensibly, how hard is the job to be done? This is a direct contrast.

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

If I just took my 200K check and I just joined an incubator and I'm trying to show 10% 10% week over week growth so I can raise my seed round in three months, then I want something that the models can solve for tomorrow. And so I might go into a market that, I don't know, a little bit of transcription from AI, it like solves it and we're kind of done.

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

If I just took my 200K check and I just joined an incubator and I'm trying to show 10% 10% week over week growth so I can raise my seed round in three months, then I want something that the models can solve for tomorrow. And so I might go into a market that, I don't know, a little bit of transcription from AI, it like solves it and we're kind of done.

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

If I just took my 200K check and I just joined an incubator and I'm trying to show 10% 10% week over week growth so I can raise my seed round in three months, then I want something that the models can solve for tomorrow. And so I might go into a market that, I don't know, a little bit of transcription from AI, it like solves it and we're kind of done.

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

If that's really the extent of your innovation, you're probably going to be awash with 50 other people who also joined all the other incubators and are also doing the exact same thing. And so your marginal benefit to the world is zero.

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

If that's really the extent of your innovation, you're probably going to be awash with 50 other people who also joined all the other incubators and are also doing the exact same thing. And so your marginal benefit to the world is zero.

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

If that's really the extent of your innovation, you're probably going to be awash with 50 other people who also joined all the other incubators and are also doing the exact same thing. And so your marginal benefit to the world is zero.

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

If you are doing something at the very edge, I mean, I definitely am constantly trying to advise founders and encourage founders to think about what the models might do in six months or nine months and start to chart there because... Is that a worthy exercise?

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

If you are doing something at the very edge, I mean, I definitely am constantly trying to advise founders and encourage founders to think about what the models might do in six months or nine months and start to chart there because... Is that a worthy exercise?

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

If you are doing something at the very edge, I mean, I definitely am constantly trying to advise founders and encourage founders to think about what the models might do in six months or nine months and start to chart there because... Is that a worthy exercise?

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

Good luck. You can try and figure out what it... I'll put it more simply.