20VC: Why Most AI Investments Will Do Worse than the S&P 500 | Why Early Stage VC is F******* | The Danger of Kamala Harris and Why Trump and Vance are Best | Freedom of Speech, Censorship and Government Control with Eoghan McCabe @ Intercom
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
46 min
2 speakers
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Most VC money is going to support a lot of excitement around AI and actually not do better than the S&P 500. I think that building your own AI agent platforms is going to be as smart as in the previous generation, building your own SaaS workflow. A terrible fucking idea. I'm a big believer in individual liberty and peace. or in a time where both of those are being threatened. It's crystal clear that Trump and fans are the people who are promoting the most personal liberties and freedoms. I think it's deeply evil to decide what can or cannot be spoken about. It's really dangerous. Governments become insanely and dangerously powerful when their citizens cannot say what they believe is true or not.
I mean, this show has more peri-peri sauce than a Nando's extra hot chicken. This is one of the spiciest shows we've done in a while. Also, such range of discussion for a short show. AI, politics, freedom of speech. Owen McCabe, co-founder at Intercom, is incredible here. If you want to watch the full episode, you can find it on YouTube by searching for 20VC. That's two zero VC. But before we begin, I want to share something interesting about the private market. There are many ways to buy and sell private stock today, but Hive is the only platform that provides a one-stop liquidity solution for private companies and their shareholders. It not only provides access to an active market, but also allows companies and boards to control key elements like buyer approvals, seller eligibility and even pricing, offering liquidity on their own terms. What's more,
Hive's comprehensive transaction execution service and centralized transaction tracking allow companies to stay on top of all past, pending, and upcoming transfer requests effortlessly and at no cost. Visit Hive.com, that's Hive with two I's, and see why they're the fastest growing liquidity platform in the world. Hive Markets Limited is a broker-dealer and member of FINRA and SIPC. Investments in private stock are risky. Only accredited investors may buy through Hive. And just like Hive transforms liquidity, Tegas transforms how we gather insights for investing. When I invest in software today, I think software is valuable when it saves time and makes something easier. But when it enables the user to do something they simply could not do without it, then it's insanely powerful and valuable. That's the case with Tegas. Tegas, I literally could not live without. When I'm investing in a company, Tegas lets me see the most incredible reference calls with experts in a space who work at competitive companies or incumbents.
These calls and data provide the most incredible insight that really informs our opinions and investment decisions. I can then share snippets from calls with team members. This is a tool that will change how you work And honestly, you cannot imagine life without it once you've experienced how powerful it is. You can tell how much I love Tegus. So simply head over to Tegus.com. That's T-E-G-U-S.com to check them out. You have now arrived at your destination. Owen, I am so excited for this, dude. I always remember our last show. It's one of my favorites that we've done. So thank you so much for joining me today, man.
Thank you for having me back.
Not at all. But we always start with the context. And you've been asked 10,000 fucking times how many times you founded Intercom. And so we're just going to skip it. I want to dive right in. We are in a very interesting time of AI. And a lot of people are saying that customer service is the most impacted and will be removed. With Intercom's position, why are you not fucked by AI?
Said with love. I appreciate that. I mean, everyone's fucked by AI in the fullness of time. I mean...
No, that's just the title for the show, is it not?
That's the intro, that's the segment. Unfortunately, I regret that already. Yeah, in the fullness of time, increasingly powerful and abstract AI will do away with all of the work we need to do today to deliver software experiences. That has always been the case with technology. There's no new technology that won't be obsolete in some period of time.
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