The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.
If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
Show Notes
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Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI model race. Arena has raised $250 million, with the latest round valuing the company at $1.7BN. Arena recently surpassed $100M ARR just eight months after launching its enterprise offering, powered by more than 30 million monthly users.
AGENDA:
– Intro: "Kimi beat every American model": What Nobody Wants to Admit…
– Is this the true commoditization of models? Are they just a utility layer now?
– Do Chinese open source models cannibalize the closed frontier labs?
– Why has America's open source community lagged so badly behind China?
– Will Chinese models be banned in the US — and does hosting locally really kill the backdoor risk?
– Are enterprises really terrified of working with the frontier labs?
– Why hasn't inference got cheaper — and what happens when Anthropic's "disgustingly high" margins go public?
– Who should decide if a model is safe to release: the government, a neutral body, or nobody?
– Are we about to see cyberattacks like we've never seen before? (The fake candidate who passed every interview)
– 75 Neo labs: what separates the winners from the two-thirds worth nothing?
– Is data actually a commodity — and can data providers be $100BN companies?
– Can you be the referee when the players are paying you? (And Arena's real revenue)
– Will the model providers eat the application layer? Are Harvey, Lagora and Figma in trouble?
– Quickfire: Why hasn't NVIDIA bounced on the rise of open source, who hits $10 trillion first, and does the compute debt cycle end in insolvency?
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