20VC with Harry Stebbings

乔纳森·罗斯是Groq的创始人兼CEO，这家AI芯片公司正在重新定义大规模推理。在他的领导下，Groq已从顶级投资者处筹集超过30亿美元，公司估值接近70亿美元，成为英伟达最强劲的挑战者之一。此前在谷歌，乔纳森带领团队打造了首个张量处理单元（TPU），这使他成为现代AI硬件领域的核心架构师之一。 ----------------------------------------------- 时间戳： 00:00 开场 01:10 当前市场格局分析 03:33 为何超大规模企业必须持续在AI领域不计成本投入 12:35 为何OpenAI和Anthropic必须自研芯片 18:14 OpenAI和Anthropic将成为50亿美元公司：看涨逻辑 28:20 中国AI落后美国的原因及DeepSeek运营成本更高 34:37 欧洲如何参与AI竞争及美国为何比欧洲更规避风险 37:21 为何必须发展核能及如何重振核能产业 48:16 通缩压力与新型就业市场 51:54 氛围编程的未来 53:40 为何AI企业应追求低利润率 58:46 标普7000点、七巨头与市场波动 01:06:44 OpenAI和Anthropic为何被严重低估 01:13:35 五年后的芯片市场 01:21:51 快问快答：最大恐惧、英伟达10万亿美元、扎克伯格收购AI是否可行 ----------------------------------------------- 在Spotify订阅： https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 在Apple Podcasts订阅： https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 关注Harry Stebbings的X账号： https://twitter.com/HarryStebbings 关注Jonathan Ross的X账号： https://twitter.com/JonathanRoss321 关注20VC的Instagram： https://www.instagram.com/20vchq 关注20VC的TikTok： https://www.tiktok.com/@20vc_tok 访问官网： https://www.20vc.com 订阅新闻通讯： https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #jonathanross #groq #ceo #openai #anthropic #chips #nvidia #nuclearenergy #vibecoding

This week on 20VC with Jason & Rory | OUT NOW 🎧

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:49 Anthropic Files S1 02:18 Why Anthropic May Still Be Underestimated 04:49 The Scariest Metric in Anthropic’s S1 07:14 Is AI Debt Financing Starting to Break? 08:04 Why Equity Markets Could Keep the AI Spending Boom Alive 09:54 Will Anthropic Have a Monster IPO? 11:17 What OpenAI Should Learn From Anthropic’s S1 13:03 Microsoft Offers Buyouts to 27% of Employees 16:33 Why AI CapEx Could Drive Even More Layoffs in 2027 17:43 Cloudflare’s 20% Layoff: The New Playbook for CEOs? 19:27 Meta Taps Equity Markets for a $95BN CapEx Spending Spree 21:59 Are Chinese Open-Weight Models Finished in the US? 24:48 What Happens to Modal, Fireworks and OpenRouter if Chinese Models Decline? 33:14 Could OpenRouter’s Boom Be Just a Moment in Time? 35:03 “Black October”: Why AI Could Expose Every Software Vulnerability 37:32 Instinct at $30BN 40:07 Could Instinct Become the Super App of the West? 45:10 Why Investors Are Throwing Money at Proven AI Executives 46:55 Put 20% of the Fund Into OpenAI at $1.25TRN? 51:21 WarHounds at $1.5BN 55:10 Why Mega-Funds Are Raising Bigger and Coming Back Faster 57:20 Zuckerberg vs California: How Much Does a Billionaire Tax Really Matter? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #anthropic #instinct #microsoft #ai #ipo

AI could run out of power within years. Naveen Rao, co-founder and CEO of Unconventional AI, warns that AI’s growth could soon exhaust spare energy capacity and building more won’t be quick or cheap. His estimate? Even adding 10 GW could cost half a trillion dollars. Can the energy supply keep up with AI’s ambitions?

AI’s impact should show up beyond the tech industry. Satya Nadella explains why improving NHS patient outcomes and reducing healthcare costs would be a meaningful gain for the UK economy.

1 Investors Said No to Anthropic Early investor Anjney Midha reveals how 21 out of 22 investors he approached turned down the opportunity Some didn't even know what GPT-3 was...

“If you’re a pure software investor, you’re kind of f**ked.” Naveen Rao, Founder and CEO of Unconventional AI, argues that SaaS’s easy margins are disappearing as value shifts to the intelligence layer and questions how big the software market will be in 20 years.

Smarter AI doesn’t mean safer AI. @microsoft CEO Satya Nadella explains why he no longer expects alignment to follow automatically from scaling and why AI agents need a zero-trust system to contain them if they malfunction.

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 CEO. Under his leadership, he has taken it from $300BN to $3.9TRN. ----------------------------------------------- Timestamps: 00:00 Intro 01:23 Why Satya Says We Should Assume AI Models Are Compromised 02:01 Why AI Needs a “Zero Trust” Architecture 04:45 Why Chain of Thought Is Not Reliable 05:41 Will Open-Weight Models Win Because They’re More Transparent? 07:04 Open vs Closed Models: Where Will AI Traffic Go? 09:06 Why Every Company Needs to Own Its Own Intelligence 10:43 Why Private Evals Could Become a Company’s Most Valuable IP 12:16 Why AI Will Create a New Implementation Economy 14:11 Does AI Require Full-Stack Vertical Integration? 15:52 Why Inference Demand Is Bigger Than Anyone Expected 16:00 Can the World Support $100BN AI Training Runs? 17:54 Can AI Meaningfully Accelerate Global GDP Growth? 19:09 Which Industries Will See the Biggest AI Productivity Gains? 21:34 Why Satya No Longer Believes Alignment Will “Just Fall Out” of Scaling 22:10 Why Every Company Could Become an AI Benchmark 22:36 What Satya Is Most Excited About for the Next Decade ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Satya Nadella on X: https://twitter.com/satyanadella Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #satyanadella #ceo #microsoft #ai #opensource #frontiermodels

Being “AI native” won’t be special in five years. Microsoft CEO Satya Nadella explains why AI will follow the same path as PCs and cloud computing from a competitive advantage to an everyday part of doing business.

Naveen Rao is the Founder and CEO of Unconventional AI, an AI hardware startup focused on rethinking how AI systems are built and powered. A serial entrepreneur, Naveen previously founded Nervana Systems, acquired by Intel, and co-founded MosaicML, acquired by Databricks for $1.3 billion. He later served as VP of AI at Databricks before launching Unconventional AI. ----------------------------------------------- Timestamps: 00:00 Intro 01:15 Why Energy Will Be the Biggest Bottleneck for AI 04:58 Why the US Could Run Out of Excess Power Capacity 09:00 What Compute Investors Still Get Wrong About Efficiency 14:55 Why AI Hardware Needs to Be Co-Designed With the Model 18:13 Does Chip Specialization Threaten Nvidia? 20:03 Why AI Chips Will Not Become Commoditized 24:30 Why AI Has Shifted the Bottleneck From Creation to Verification 30:16 Will We Trust AI Agents More Than Humans? 32:51 Why Data Companies Will Become More Specialized, Not Commoditized 35:01 Why Reinforcement Learning Is So Important 39:03 Why We Will Move Beyond Transformers 41:39 Which Parts of the AI Stack Actually Get Commoditized? 42:57 Will Inference Become a Commodity? 45:03 Why Pure Software Investors Are “F***ed” 46:10 Why SaaS Will Matter Far Less in 20 Years 51:25 Why AI Will Not Necessarily Destroy Developer Jobs 55:29 When Will Robotics Actually Become a Real Market? 56:47 Why Inference Will Be a $10TRN Market 57:42 Why Robotics Will Be 100x Bigger Than Coding Agents 59:14 Where Naveen Is Investing in Robotics Today 1:02:40 Why Traditional VC Metrics No Longer Work for Deep Tech 1:05:13 The Most Overrated AI Markets Today 1:06:20 Why 80% of AI Tokens Could Flow Through Open Models 1:09:40 Why Europe Produces Fewer Ambitious Startups 1:11:12 Why AI Could Unlock Entirely New Frontiers of Science ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Naveen Rao on X: https://twitter.com/NaveenGRao Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #founder #ceo #ai

AI is making code generation faster than ever. But getting that code production-ready remains the biggest challenge. Jason Lemkin explains why code review could be the most important category in software.

This week on 20VC with Jason & Rory | WATCH NOW 🎧

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:01 Is Venture Broken for Great Companies Outside the AI Hype Cycle? 03:41 Why VCs Only Want Trillion-Dollar Outcomes 05:45 Why Mega-Funds Need Billion-Dollar Positions 08:07 Is Seed Investing Now Harder Than Growth Investing? 10:46 Is CoreWeave the First Crack in the AI Trade? 16:55 Anthropic’s Growth Slows: Is a $1.5TN IPO Still Cheap? 18:39 Why Anthropic’s Revenue Could Be Less Predictable Than SaaS 21:49 Why Replit Switched Its Default Model From Claude to OpenAI 25:29 Does Claude Code Review Threaten Coding Startups? 28:47 Why Code Review Could Be Bigger Than Code Generation 31:34 Modal Hits a $15.75BN Valuation as Inference Explodes 35:31 Investment Committee: Town at a $1BN Valuation 38:45 Are Private AI Valuations Completely Disconnected From Public Markets? 42:41 Is Bending Spoons Becoming the Berkshire Hathaway of Software? 46:03 37signals and the Case for Never Raising Venture Capital 50:23 Will More Venture Firms Go Public? 53:39 Harvard’s 27% Return and the Coming Venture Capital Boom 55:59 Is Tesla’s New Roadster the Swan Song Before an Elon Mega-Merger? 56:54 How Elon Musk Creates the “Elon Premium” ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #coreweave #ai #venturecapital #modal #anduril #elonmusk

Today’s AI valuations can look insane if you’re only looking backwards. Sameer Dholakia of Bessemer Venture Partners explains why paying 100x current ARR can still make sense and why the metric that really matters is where the company could be in the next 12 months. From Abridge and Anthropic to Legora, it’s about betting on what comes next, not what exists today.

LangChain spends roughly 30% of its engineering salary costs on AI coding tools. But despite using more tokens, that percentage is actually falling. Co-founder and CEO Harrison Chase explains how LangChain is cutting costs through better visibility, spending controls, and its own in-house cloud coding agent.

Sameer Dholakia, Partner at Bessemer Venture Partners, explains why intelligence could become a bigger market than oil.⁠ Oil powers machines. Intelligence powers every person, business and government. And with a market of that scale, AI is only going to get bigger.⁠

Waymo could be a $1 trillion business, says Sameer Dholakia, Partner at Bessemer Venture Partners. His argument: ride-hailing is just the start. If Waymo’s technology reaches personal cars, trucking and logistics, the opportunity gets much bigger.

Sameer Dholakia is a Partner @ Bessemer, the first that has just raised $5.75BN across a $1.75BN seed fund and $4BN growth fund. Sameer has led investments into the likes of Anthropic, Fireworks and Legora to name a few. Prior to venture, Sameer was the CEO of SendGrid, taking it from $30M in ARR to over $200M. ----------------------------------------------- Timestamps: 00:00 Intro 00:59 Why AI Is a Bigger Supercycle Than Cloud and the Internet 04:41 How Bessemer Underwrote Anthropic at a $15BN Valuation 07:37 Why Anthropic Was Bessemer’s Lowest-Voted Deal 08:44 Do Open Models Threaten Frontier Labs? 10:35 Will Enterprises Use Chinese Open-Source Models? 12:23 Is There Actually a Bear Case for Frontier Models? 14:11 The OpenAI Investment Sameer Passed On 15:33 Does Entry Price Still Matter in a World of $2TN AI Companies? 18:48 How Sameer Underwrites Revenue Quality and Margins 20:54 The Bull Case for Legora at a $1.8BN Valuation 23:22 Why Capital Has Become a Moat in AI 26:04 Is Triple-Triple-Double-Double No Longer Enough? 28:22 Does It Now Take a $1BN Fund to Win at Seed? 30:32 Why Venture Is Splitting Into Mega-Platforms and Specialists 33:05 Are Early-Stage Investments Really Just Options? 36:32 How Bessemer Builds a $4BN Growth Portfolio 42:42 Why Culture Is a Competitive Advantage 52:31 When Should VCs Take Money Off the Table? 56:08 Why Companies Will Stay Private Longer 1:02:16 The Bull Case for Fireworks Becoming a $250BN Company 1:05:10 Why Sameer Believes in Sovereign AI Models 1:08:28 Can $5.75BN Venture Funds Still Return 5x? 1:14:40 Why the Open-Model Economy Is Bigger Than Sameer Expected 1:15:17 Why Robotics Could Be at Its “2021 GenAI” Moment 1:16:59 Why Waymo Could Become a $1TN Company 1:18:29 Why AI Drug Discovery Could Compress 50 Years Into 10 ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Sameer Dholakia on X: https://twitter.com/spdholakia Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #bessemer #vc #ai #venture #seed #sameerdholakia

Sameer Dholakia (Partner, Bessemer Venture Partners) on 20VC 🎧 | OUT NOW

Harrison Chase (co-founder and CEO of LangChain) on 20VC 🎧 | OUT NOW

Harrison Chase is the co-founder and CEO of LangChain, which helps developers build, test and deploy AI agents. Backed by Sequoia Capital, Benchmark and IVP, LangChain has announced approximately $160 million in funding with the last round at a $1.25BN valuation. The company works with 35% of the Fortune 500, has surpassed one billion open-source downloads and processes over one billion events daily through LangSmith. ----------------------------------------------- Timestamps: 00:00 Intro 01:05 What Is LangChain and Why Are Agents Still So Hard to Build? 03:17 Why Better Models Force LangChain to Delete Parts of Its Product 05:52 Why Neutral Agent Harnesses Still Matter 08:59 Why Harrison Is Massively Bullish on Vertical Agents 10:42 Are Companies Really Building Their Own AI Models? 12:14 Do Specialized Models Actually Beat Frontier Models? 14:15 Where Does the Value in Model Routing Really Sit? 20:05 Can You Trust AI Evals? 21:15 Where Does the Value Actually Accrue in the Agent Stack? 23:13 How Continual Learning Changes Agents 24:36 Why the Agent Memory Layer Is Still Wide Open 29:05 What About Agents Today Will Be Obvious in 3 Years? 32:06 Will Every Consumer App Have Its Own Vertical Agent? 33:37 What Happens When Agents Generate 1,000x More Requests Than Humans? 35:49 Why Agent Costs Could Become a Huge Problem 38:44 LangChain Spends ~30% of Engineering Salary on Coding Agents 41:41 Will AI Agents Make Engineering Teams Dramatically Smaller? 43:41 What Anthropic’s Valuation Depends On 44:53 Are Enterprises Afraid of Chinese Open-Source Models? 46:46 What Most People Get Wrong About Open Models 48:05 Why Harrison Thinks the Inference Market Is Massive 49:31 Where Would Harrison Invest in AI Today? 54:31 Is Being First More Important Than Ever in AI? 55:32 The Bull Case for Jev at a $9BN Valuation 56:18 How Benchmark and Sequoia Actually Help Founders 58:15 Is It Worth Taking a Valuation Discount for a Top-Tier VC? 1:00:45 The Most Important Thing People Get Wrong About Agents 1:01:47 OpenAI at $1.5TN vs Anthropic at $2TN ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Harrison Chase on X: https://twitter.com/hwchase17 Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #founder #ceo

Jason Lemkin (SaaStr) on the potential for drug discovery with AI

This week on 20VC with Jason & Rory 🎧

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 01:07 Valar Atomics vs Day One Ventures: Is Pro Rata Broken? 07:07 Should Seed Investors Give Up Their Pro Rata Rights? 15:14 Meta Returns to the AI Frontier With Muse Wonder 18:53 Could Meta Have a Monster AI Product on Its Hands? 20:31 NVIDIA Eyes a $30BN Deal for Reflection 24:35 Does NVIDIA’s AI Push Make Thinking Machines Less Attractive? 26:45 Investment Committee: Jev Raises $870M at a $7.5BN Valuation 29:03 How Jev Could Become a $50BN+ Company 33:38 42 New Decacorns in 2026: Are We in an AI Bubble? 39:01 Isomorphic Labs Eyes a $40–50BN Valuation 42:27 Why AI Drug Discovery Could Be Bigger Than Inference 43:50 The Explosion in Robotics Training Data 49:37 Anthropic Cuts Haiku Pricing by 90% 55:12 Does Cheaper Frontier AI Kill Open-Source Models in the Enterprise? 56:39 Should Founders Sell If the Acquirer Will Fire 80% of the Team? 1:01:05 Cloudflare Cuts 20% Despite Strong Growth 1:02:27 Bumble Goes Private: Can AI Reinvent Online Dating? 1:06:01 Why the SaaS “Apocalypse” Is Worse Than It Looks 1:12:16 Is Flock Safety in Real Trouble? ---------------------------------------------------------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on X: https://x.com/harrystebbings Follow Jason Lemkin on X: https://x.com/jasonlk Follow Rory O’Driscoll on X: https://x.com/rodriscoll Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- Legal Disclaimer: The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates. ----------------------------------------------- #20vc #harrystebbings #roryodriscoll #jasonlemkin #nvidia #meta #muse #ai

Why could AI become dramatically cheaper to run? Atlassian’s CEO argues that the sheer amount of money and talent going into chips, data centres and model efficiency could drive inference costs down sharply over time.

Does it matter if AI helped make it, as long as it’s good? Atlassian’s CEO compares AI in content to colour grading and CGI in film. The audience cares about the story. But as synthetic content becomes more common, human judgement and craftsmanship could matter even more.

Curative CEO: We Built Our Own Salesforce | Watch the full conversation on 20VC 🎧