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

20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

1190.566 - 1205.91 Victor Riparbelli

And so now you have this thing where the AI startup kind of thinks that they're delivering real value, but actually it's not a good signal because on the other side, you have a buyer who's like, just spent a lot of money on doing something. And they'll like say, yeah, it works really well because they just spent $100,000 on doing it. But eventually they will churn, right?

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