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

2314.596 - 2332.702 Nabeel Hyatt

Cruise back in the day with Kyle, I passed, we did a huge deep dive on why I thought his business wasn't going to work. He disappeared for nine months and wouldn't return my emails. And then he comes back nine months later and he's like, yeah, this is We've re-pivoted. We've gone from trying to put aftermarket things on top of Audis and we're now going to build a full self-driving stack.