20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 23m
3 speakers
5 chapters
transcribed 2 months ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What is the main topic discussed in this episode?
The quest for equivalent models at a cheaper price is just going to keep going up. Is the open-weight, low-cost LLM business a good business? I think it's a great time for OpenRouter to sell. All the good investments sure seem to be in the infrastructure.
At some point, the people spending a trillion dollars a year are going to want some apps to pay for all this. The only thing that matters is the open AI and anthropic growth rate in 26 and 27. If you're growing 10x year on year and you have any kind of positive and improving gross margin, it just covers all the nut. Growth for the last two or three years has been a very attractive place to make money.
This is 20VC with me, Harry Stebbings. It is my favorite show of the week. Rory O'Driscoll, The OG, Jason Lamkin, the total AI nerd, analysing the biggest news in tech this week. So, kicking us off, yep, we're heading to the model layer. China ships two near-frontier open models in a week, with Kimi absolutely crushing it. And, yep, Washington moves to Wolof. You guessed it, Chinese models. Next, Databricks raising $3 billion, a Series M, I love this, a Series M, at a $188 billion valuation. And then on top of that, we have Ramp releasing an OpenRooter competitor, just as OpenRooter are supposedly about to get bought. This and so much more in the conversation this week. But before we dive into the show today, you have the idea, but with most AI tools, you hit a wall.
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How did China's Kimi and Qwen challenge Western frontier models?
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:00–3:48
2
How did China's Kimi and Qwen challenge Western frontier models?
3:48–22:02
3
Should the US restrict or ban Chinese open-weight models for security reasons?
22:02–1:05:52
4
Can a US open-weight, low-cost LLM business compete profitably with Chinese models?
1:05:52–1:16:02
5
Why might OpenRouter sell now and who would want to buy its routing layer?
1:16:02–1:23:11
Speakers
3 identifiedMore from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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