20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 15m
3 speakers
8 chapters
transcribed 4 days ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What is the main topic discussed in this episode?
This is 20 VC with me, Harry Stebbings, and it's the best show of the week.
Why did Dario call for “pacing the frontier” and what’s the backlash?
Roryo Driscoll, Jason Lamkin discussing the biggest news in tech. So, this week, number one, pacing the frontier.
Will the Fed actually raid Anthropic if it feels threatened?
We discuss what it means for infrastructure, what it means for energy, and what it means for the biggest frontier model providers. Next up, AI assistant war.
How does Meta’s new AI assistant Muse aim to beat Instinct?
We've got town, we've got instinct on the startup end, and we've got Zuck and Muse on the incumbent end. And what happens here? Who wins?
Should we invest in Instinct’s $1 bn round at a $10 bn valuation?
Next up, bending spoons, baby. They are on an acquisition spree, having bought Miro for $1.35 billion.
What does the $1.35 bn sale of Miro tell us about SaaS exits?
And then finally, staying with Europeans punching above their weight, Mistral raises 3 billion euros. Europe's largest ever tech funding round, this and so much more, in what is always quite a colourful discussion with Rory and Jason.
Could Sam Bankman‑Fried ever regain his freedom?
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What happened to Matt Mullenweg and the WordPress power struggle?
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Learn how you can get more out of your site from a Framer specialist or get started building for free today at Framer.com slash 20VC for 30% off a Framer Pro annual plan. That's Framer.com slash 20 VC. Rules and restrictions may apply. You have now arrived at your destination. Boys, we are back. Now I was thinking about where we should start. And in all honesty, I just thought it'd be egregious to not start with the most important thing I thought, which was Dario coming out and saying that we need to pace the frontier, to which Sam Altman then agreed with him. And then Elon, too, agreed that it is important now to put in place some form of external regulatory body to s slow down regulate. the capabilities moving forward of model providers.
How did we think about this?
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:00–0:03
2
Why did Dario call for “pacing the frontier” and what’s the backlash?
0:03–0:10
3
Will the Fed actually raid Anthropic if it feels threatened?
0:10–0:19
4
How does Meta’s new AI assistant Muse aim to beat Instinct?
0:19–0:28
5
Should we invest in Instinct’s $1 bn round at a $10 bn valuation?
0:28–0:36
6
What does the $1.35 bn sale of Miro tell us about SaaS exits?
0:36–0:50
7
Could Sam Bankman‑Fried ever regain his freedom?
0:50–1:00
8
What happened to Matt Mullenweg and the WordPress power struggle?
1:00–1:15:32
Speakers
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