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Jul 2024
1h 2m

20VC: LLMs Are Reaching a Stage of Dimin...

Harry Stebbings
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Yesterday
20VC: Satya Nadella on Open vs Closed Models: Who Wins | Whether to Trust Frontier Model Providers | Why Companies Need to Own Their Own Intelligence | The Importance of Verticalisation: From Chips to Models and More
Satya Nadella is the CEO of Microsoft and one of the greatest CEOs of our time. Satya has been at the company for an astonishing 34 years. When he joined, Microsoft had a market cap of $23.5BN. 22 years later, the company was worth $300BN. At this point, Satya took the reins as C ... Show More
26m 6s
Oct 24
20VC: Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees | Why Software Investors are F***** Today with Naveen Rao, Unconventional
AGENDA: 05:00 Will we run out of energy? 19:00 Will specialised chips threaten NVIDIA's dominance? 26:00 Can we trust AI agents more than humans? 31:00 Will data companies become commodities? 36:00 What comes after transformers? 41:00 Are software investors f****** in a world of ... Show More
1h 9m
Oct 22
20VC: Trillion or Bust: The New VC Game | Coreweave Sell-Off Creates Panic | Town at $1B, Anduril at $90B: Revenue Multiples Out of Control | General Atlantic Eyes IPO & Modal Raises $750M at $15.75B
AGENDA: 04:20 Billion-Dollar Bets or Nothing: Why VCs Are Rejecting Fast-Growing Startups 13:20 CoreWeave Sell-Off Sparks Fears of Cracks in AI Boom 18:50 Anthropic's IPO Valuation Could Fall From $2 TRN to $1.5 TRN 32:10 Modal Raises $750M at a $15.75B Valuation as Inference Boo ... Show More
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