20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 6m
2 speakers
8 chapters
transcribed 1 month ago
Transcript
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Transcript generated automatically by AI and may contain errors.
Is the AI bubble about to burst and what could trigger it?
If there is a dislocation, no one is better prepared to survive it than hyperscalers. Let's take neoclouds. Neoclouds right now, there's a whole bunch of them. I think at least half of them go away within 36 months. Fireworks is making a lot more money than base 10. The more you customize the model, the more the token changes its value.
This is 20VC with me, Harry Stebbings. Now, everyone is calling today peak froth. Prices are out of control. There's too much money. We don't know what's going to happen with this AI bubble. Well, you know what's really valuable in this time? Wisdom. Jerry Murdoch, joining me in the hot seat today, he's the founder of Insight. They manage over $90 billion. Jerry has seen pretty much every technology cycle of the last 25 years. He's invested in some of the biggest companies across those 25 years. And today we debunk whether we are in a bubble or not, whether China will beat the frontier models, whether we are about to have the greatest cybersecurity threats of our lifetime. This and so much more in what really is an incredible wise operator truth teller saying it like no one else is willing to today.
This was incredible with Jerry. But before we dive into the show today, every great software company eventually runs into money. Uber had to move it. 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. 0Hash is the infrastructure that makes global instant money movements seamless. One API integration for stablecoins, digital assets, and modern payment rails, so builders can stay builders. 0Hash 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.
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And it's why AI-native companies like Eleven Labs run 40 million agents on MongoDB. So if you're building an AI, MongoDB for startups helps you move faster with Atlas and Voyage AI credits and dedicated support. Don't build agents that answer once and forget. Build agents that remember and learn from your real-time data. Go to mongodb.com slash agents. That's M-O-N-G-O-D-B dot com slash agents. While MongoDB scales the product, Framework scales the story. When a new landing page turns into a pile of tickets and handoffs, Framer helps your team move faster. Here's what I love. Framer is the pro AI website builder for creators, teams, and businesses that care enough to get every detail right. The agents close the gap,
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Chapters
8 chapters
1
Is the AI bubble about to burst and what could trigger it?
0:00–7:03
2
Why might half of all neoclouds disappear within the next three years?
7:03–14:57
3
Can open‑source models realistically compete with OpenAI and Anthropic?
14:57–23:06
4
Are we entering a golden age of cybersecurity attacks?
23:06–29:40
5
Have AI valuations become detached from reality?
29:40–37:26
6
Will AI wipe out an entire generation of SaaS and private‑equity firms?
37:26–44:27
7
Should the U.S. ban chip exports to China and fear Chinese open‑source AI?
44:27–52:09
8
Why is Microsoft a mega‑buy while Meta looks like a meh investment?
52:09–1:06:23
Speakers
2 identifiedMore from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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