20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 0m
2 speakers
5 chapters
transcribed 2 months ago
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What is the main topic discussed in this episode?
We can't spend money fast enough to service all of the demand that we have. We end every week with so much more money in the bank. I don't think there's an ROI problem right now. Even Figma, we're moving away from it in favor of cloud design more and more. Get a real internship as soon as possible because whatever you learn in school is probably going to be outdated quickly.
This is 20 Product with me, Harry Stebbings, and today we have Oswald Nitzke, CPO at Macaw, in the hot seat. Today, it's a really open conversation in a way that I don't think has been had with someone from Macaw before about what happens if frontier models actually do what the data providers are going to do? How does synthetic data cannibalize their business? Does open source help or hurt data providers because their biggest customer Oh yeah, it's the closed frontier models. This and so much more in our conversation with Oswald today. But before we dive into the show today, most companies have tried AI. Most aren't seeing results. Not because AI doesn't work, it's because AI hasn't reached the workflows yet.
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Shopify had to hold it. Airbnb had to settle it. Money movement stopped being a fintech problem. It became a software problem. And increasingly, god, it's an AI problem too. Zero hash is the infrastructure that makes global instant money movement seamless. One API integration for stablecoins, digital assets, and modern payment rails so builders can stay builders. Zerohash powers some of the world's largest enterprises and financial institutions, including Kalshi, Stripe, Morgan Stanley, Gusto, and Interactive Brokers. If you're thinking about stablecoins, digital assets, and the future of money, it's time to talk to the team at Zerohash. Visit zerohash.com slash 20VC to learn more. While Zerohash powers on-chain payments, Framer powers your website.
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Premium hosting, enterprise-grade security, 99.99% uptime SLAs, which is why the world's leading brands like Perplexity and Miro build in Framer. Learn how you can get more out of your site from a Framer specialist or get started by building for free today at framer.com slash 20VC for 30% off a Framer Pro annual plan. That's framer.com slash 20VC for 30% off. framer.com slash 20VC. Rules and restrictions may apply. You have now arrived at your destination. Oswald, it is so good to have you on the show, dude. I've heard so many good things from Brandon. So thank you so much for making this happen, man. Thanks for having me. Super excited. I am seeing open, open, open. Everyone claiming that we will see the mass migration from frontier closed to open.
Kimmy very recently came out with their new model.
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:00–19:25
2
Will open-source models kill the data-provider business?
19:25–29:13
3
Why are large enterprises hesitant to share sensitive data with frontier model labs?
29:13–41:55
4
Will every company need its own specialised AI model and what drives ROI for that?
41:55–50:20
5
How should founders balance AI performance gains against exploding token and agent costs?
50:20–1:00:36
Speakers
2 identifiedMore from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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