20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 24m
3 speakers
8 chapters
transcribed 3 months ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What happened to Google and its AI talent?
Open source is a bit of a fake because China is paying for all the training. The market is set. The game is clear. And this is the classic thing about bull markets is that you can be intellectually right, but the narrative can keep going a long time.
I think the big story of 2027 in AI and the enterprise and all the margins in the enterprise, right, is show me the ROI next year.
So you're really talking about 7, 8% of the labor force being replaced by tokens for the math to work.
I literally was doing a pitch this week and the founder was going on and on about their moats and I immediately didn't want to invest. Like I just, enough. Your moat can be LLM lifted away.
There's only one thing worse than a seat-based model, Jason, and that's a model that's based on bodies.
You don't get to make 10 million for working 18 hours a week. You get a watch. You get an Omega. You want an Omega or you want to be rich?
How does China's $50B DeepSeek investment change AI dynamics?
Make your choice, boys. The whole reason the open AI and entropic models work is because other idiots have spent the $300 billion on their behalf.
This is 20VC with me, Harry Stebbings, and it's my favorite show of the week. Jason Lamkin, Rory O'Driscoll, discussing everything you need to know that's gone on in the last seven days. So what do we discuss today? Google loses two generational scientists in 48 hours. That's a tough time. Deep Sea closes $7.4 billion Series A. Is the Series A at a $50 billion price? But only China gets voting rights. Interesting. And then finally, the $725 billion billion dollar question wall street is finally asking who's actually going to pay for ai but before we dive into the show today are you a founder working non-stop to raise your next round are you an investor doing all you can for your portfolio companies to help them stand out funding and scaling a vision is challenging banking should not be hsbc innovation banking caters to tech
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What are the implications of AI's memory crisis?
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Who bears the cost of AI as Wall Street questions $725 billion?
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Chapters
8 chapters
1
What happened to Google and its AI talent?
0:00–0:49
2
How does China's $50B DeepSeek investment change AI dynamics?
0:49–2:02
3
What are the implications of AI's memory crisis?
2:02–2:34
4
Who bears the cost of AI as Wall Street questions $725 billion?
2:34–3:18
5
How does AI outperform humans in finance roles?
3:18–3:40
6
What does the death of moats mean for startups?
3:40–4:58
7
Which companies are emerging as AI software winners?
4:58–5:35
8
How will OpenAI's custom chip impact the AI landscape?
5:35–1:24:21
Speakers
3 identifiedMore from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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