The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks
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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Lin Qiao is the Co-Founder and CEO of Fireworks AI, the leading specialized intelligence and AI inference platform that last week raised $1.5BN at a whopping $17BN valuation. With just 200 people, the company has hit $1BN in ARR and expects to hit $2BN before the end of the year. Prior to Fireworks, Lin spent several years at Meta including on the founding team of PyTorch.
AGENDA:
— Why Did Fireworks Bet on Inference When Everyone Else Was Chasing Training?
— Can Open-Source Models Turn AI Infrastructure into a Commodity?
— Should Enterprises Trust Chinese Open Models With Their Most Sensitive Data?
— Will Model Progress Keep Moving This Fast—or Are We Nearing a Plateau?
— Will the Multi-Model World Create a $100BN Routing Layer?
— How Much Will AI Token Usage Explode Over the Next Two Years?
— Will Token Costs Fall 10x—and Unleash 100x More Demand?
— Does Fireworks Eventually Have to Build Its Own Data Centres?
— What Is the Real Bottleneck Holding Back the AI Economy?
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