Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Rory Sutherland

๐Ÿ‘ค Speaker
2934 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Do we want to do matter?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

If we get through this entire podcast and not mention open claw and malt book, I will just be disappointed.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

I'll try and then Jason can correct me because this is not numbers, this is coding.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

So I'll do the amateur version and then Jason will pilot.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Two products were released over the last two weeks.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

First was a product

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

originally called Cloudbot, but then after some yelling from Claude, called OpenClaw, which was a piece of software you could install on your computer that allowed you to build your own, effectively, an agent.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And you could tell it to do things like sort out your file system, look up, you know, build me a little to-do thing, examine my emails, and just give it commands.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And it had pretty free reign of your computer.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And there was a whole bunch of issues on is that safe, etc.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

But you could build these really cool agents.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And that was about a week or two ago.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And then last week, the same guy introduced a product called Modebook.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

Think of it as a social network for those agents.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And with a few modifications, you could enable your little agent that was just running on your own little desktop.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

you could join it to the social network.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

An author would join to the social network, and it would start commenting on that network, just like we comment on human social networks like Twitter and Facebook.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

So now you have literally, over the course of the last four or five days, about a million and a half agents joining this moat book, which is the network.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

By the way, moat is from the idea that lobsters, they shed their skin.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: SpaceX Completes Acquisition of xAI | The 2026 SaaS Massacre: Public Market Collapse | Microsoft's $360 Billion Market Cap Loss | NVIDIA's $100BN Investment Dispute with OpenAI | Waymo Raises $16 Billion at a $110 Billion Valuation

And