20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

1072.546 - 1091.554 Harry Stebbings

Do you give a shit if something's one of many? And what I mean by that is, like, we're looking at a company now, and I'm fighting with someone on the team about it. Because I'm like, it's not a generational defining company. They're one of 50 data providers. I'm just not interested in being one of 50. And they're like, well, there's 15 data providers that make over a billion dollars a year.