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

736.815 - 752.764 Victor Riparbelli

They take nine months before they wrap up and then the investment is worth it. You want to have capital, right? You want to have a really healthy balance sheet so that you can chase any opportunity that comes ahead of you. For us, like we want to build like a really, really big company. I think there is Easily a $50-100 billion company can be built in the space that we're in.