logo
episode-header-image
May 2023
1h 6m

20VC: Why the AI Bubble Will Be Bigger T...

Harry Stebbings
About this episode
tail spinning
Up next
Nov 2
20VC: Who Wins the Inference Market | Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute | The Real Limits of Post-Training and RL with Erik Bernhardsson, Modal CEO
Erik Bernhardsson is the Co-Founder and CEO of Modal, the AI infrastructure platform for training models, running inference and powering AI agents. Modal has raised over $1.2 billion, including a recent $750 million Series D led by Accel at a $15.75BN valuation. The company has s ... Show More
1h 2m
Oct 31
20VC: David Tisch on Why High Ownership and Concentration is BS | Why No Manager Actually Wants to Stay Small | Why Competing with the Mega Platforms is a Losing Game | Why the Lean Startup is a Fake?
David Tisch is the Founder of Box Group, one of the best seed funds of the last decade with early investments in Cursor, Baseten and Clay to name a few. Today the fund invests from two funds, a $275M seed fund and a $275M opportunity fund. AGENDA: 10:40 Why we have less dilution ... Show More
1h 16m
Oct 29
20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree
AGENDA: 04:00 Anthropic Files S-1 Ahead of $2TRN IPO 14:50 Microsoft Offers Buyouts to 60,000 Employees 20:45 Zuckerberg Taps Equity Markets for $95 Billion AI Spending Spree 23:00 DeepSeek Raises $15 Billion as Chinese AI Faces US Backlash 34:45 OpenAI and Wiz Uncover Decade-Old ... Show More
1 h
Recommended Episodes
Oct 2022
Emad Mostaque — The Future of AI (EP.128)
<p><span style="color: #333333;">Emad Mostaque is the founder and CEO of Stability AI, the company behind Stable Diffusion.<br /> <br /> Emad joins Stability AI's recently announced Executive Chair of the board of directors Jim O'Shaughnessy to discuss the future of AI, the benef ... Show More
1h 14m
Apr 2024
AI Power Wars | Emad Mostaque
<p>Today on the show, we have the founder of Stability AI, Emad Mostaque.</p> <p>Emad recently left his company citing “You can’t beat centralized AI with more centralized AI” and decided to venture into the frontier of decentralized AI.</p> <p>We touch on the economical conseque ... Show More
1h 19m
Oct 2022
Generative AI is Here. Who Should Control It?
<p>We sit down with the founder of Stability AI, Emad Mostaque, on the heels of his $101 million fund-raising round. His open-source Stable Diffusion image generator is the key to unlocking creativity, he says, and “one of the ultimate tools for freedom of expression” — as long a ... Show More
53m 37s
Jan 2025
DeepSeek vs. Open AI - The State of AI w/ Emad Mostaque & Salim Ismail | EP #146
In this episode, Emad, Salim, and Peter discuss the recent DeepSeek news, the China vs. USA AI race, and what Emad has been working on.  Recorded on Jan 29th, 2024 Views are my own thoughts; not Financial, Medical, or Legal Advice. Emad is the founder of Intelligent Internet an ... Show More
1h 35m
Mar 2024
First Time Founders with Ed Elson – Could this AI Founder Replace Investment Bankers?
Ed speaks with Gabe Stengel, Co-founder and CEO of Rogo, about the potential for AI to disrupt the banking sector. They also discuss Gabe’s experience pitching his financial services AI company to VCs, the importance of willpower, and how he finds balance between work and his per ... Show More
43m 41s
Nov 2025
First Time Founders with Ed Elson – This Physicist Is Building AI Droids
Ed speaks with Matan Grinberg, co-founder and CEO of Factory, an AI company focused on bringing autonomy to software engineering. They discuss the long-term future of AI, the role of regulation, and whether or not he’s concerned about an AI bubble. Learn more about your ad choice ... Show More
58m 53s
May 2025
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered ... Show More
1h 36m
Apr 2023
2335: How Visual Content is Unlocking New Opportunities for Data-Driven Businesses
On today's episode of Tech Talks Daily Podcast, I am joined by Cody Coleman, the inspiring co-founder, and CEO of Coactive AI, a Cloud 100-recognized startup transforming how organizations analyze and search image and video data. Cody shares his remarkable personal journey, from ... Show More
33m 26s
Oct 2025
Mustafa Suleyman: What the AI Boom Means for Your Job, Business, and Relationships | Artificial Intelligence | AI Vault
Now on Spotify Video! Mustafa Suleyman’s journey to becoming one of the most influential figures in artificial intelligence began far from a Silicon Valley boardroom. The son of a Syrian immigrant father in London, his early years in human rights activism shaped his belief that t ... Show More
1h 11m
Jul 2025
Startup Valuations, Biotech's Crunch & AI's Massive TAM | E2147
Today's show: It's another blockbuster panel of insiders, as Alex sits down with Astasia Myers from Felicis, Matt Turck from First Mark Capital, and D.A. Wallach of Time BioVentures. AI is reshaping early-stage investing, with startups raising record-setting rounds adn chasing $1 ... Show More
1h 16m