VC Hot Take of the Week Content Archive
20 posts · Page 1 of 1
- Ep. 1: Marc Andreessen: AI Is Fixing Overstaffing. Also, AI Won't Kill Jobs.
- Ep. 2: Chamath Palihapitiya: Frontier Labs Are Too Risky. Also, Buy My Control Plane.
- Ep. 3: Harry Stebbings: Remote Work Is Fraud. Also, Office Talent Is Too Expensive.
- Ep. 4: Bill Gurley: Don't Protect Anthropic. Also, Let Washington Fight Open With Open.
- Ep. 5: Jason Calacanis: Open Source Will Cheapen AI. Also, Invest In Token-Hungry Apps.
- Ep. 6: Vijay Pande: Let the AI Bubble Crash. Also, Build the Ark Before the Storm.
- Ep. 7: David Sacks: Target AI Risks. Don't Target the Models.
- Ep. 8: Ben Horowitz: Keep AI Open. Also, Own the Compute Rails.
- Ep. 9: Harry Stebbings: 90% of AI Podcasts Are BS. Also, AI Is 20VC's Distribution Moat.
- Ep. 10: Chamath Palihapitiya: Power Is the Binding Constraint. Models Are Commoditized.
- Ep. 11: Gavin Baker: AI Is Too Dangerous to Centralize. Distributed AI Still Needs Concentrated Rails.
- Ep. 12: Garry Tan: Systems of Record Must Become AI Harnesses. Also, Own the Memory Across Every Harness.
- Ep. 13: Sarah Guo: Open Source Is Already Won. Also, Compute Independence Needs Nuclear Power.
- Ep. 14: Paul Bonnet: The Great Neolab Trade Is Just Beginning. 102 Companies Have Less Than $1B in Revenue.
- Ep. 15: Brad Gerstner: AI Extinction Warnings Are Scare Tactics. Also, Slowing AI Down Is an Important Step Forward.
- Ep. 16: Vinod Khosla: AI Will Do 64% of Human Labour. Also, Hold the AI Tax Until 2030.
- Ep. 17: Coatue: Value The AI Labs Before Training Costs. Also, The Compute Still Gets Paid.
- Ep. 18: Chamath Palihapitiya: 70% of AI Revenue Is Venture Money. Also, This Market Will Go Absolutely Crazy.
- Ep. 19: Jamin Ball: Anthropic Burned Under $10 Billion. Also, It Owes $518 Billion.
- Ep. 20: Deedy Das: Token Volume Proves AI Demand. Also, His Own Report Says Tokens Aren't Dollars.
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