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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling | Lessons Building a Generational Defining Firm with Kleiner Perkins | AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

1026.045 - 1044.252 Harry Stebbings

Is there really a great business to be had in the LLM layer? When you look at the price dumping that's occurring right now, it relatively, and the commoditization that we're seeing occurring, you know, you get people like Sarah Tanville, who we love, is like the fastest depreciating asset in history. Every week is like, Anthropic is better than OpenAI. Now, yeah, OpenAI is better than Anthropic.

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