The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski
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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Osvald Nitski is the Chief Product Officer at Mercor, the AI-training and expert-data marketplace powering frontier-model development. Mercor last raised a $350 million Series C at a $10 billion valuation, and is reportedly in discussions for a new round at a $20 billion valuation. Mercor crossed $2BN in ARR in June; doubling from $1 billion in only four months.
AGENDA:
Will open-source models kill the data-provider business?
Are enterprises still terrified of working with frontier model companies?
Does every company end up with its own specialised AI model?
Do enterprises actually have an AI ROI problem?
How should founders balance AI performance against exploding token bills?
Does AI mean product teams build 10x more—or ruthlessly simplify?
What does it now take to be a great product manager in an AI-native world?
Is the boom in AI services and forward-deployed engineers here to stay?
Can Mercor escape its dependence on a handful of frontier-model customers?
Are AI-generated code and agents creating a cybersecurity arms race?
When will robotics have its real "ChatGPT moment"?
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