The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega
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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Jerry Murdock is the Co-Founder of Insight Partners, which manages over $90 billion in assets. Jerry personally backed companies including Twitter, Nest and Docker, while Insight's portfolio includes giants such as Shopify, Wiz and monday.com. Across three decades, Insight has helped produce 55+ IPOs and become one of the most powerful technology investment firms in the world.
AGENDA:
— Is the AI Bubble About to Burst?
— Will Half of All Neoclouds Disappear Within 36 Months?
— Can Open Source Models Actually Beat OpenAI and Anthropic?
— Are We Entering the Golden Age of Cybersecurity Attacks?
— Have AI Valuations Completely Lost Touch With Reality?
— Is AI About to Wipe Out an Entire Generation of SaaS & Private Equity?
— Should We Ban U.S. Chips From Being Exported to China?
— Should We Be Fearful of Open-Source Chinese Models?
— Will Continuous Learning Kill Every AI Model We Use Today?
— Why Microsoft Remains a Mega Buy
— Which Mag 7 Giant Would You Short — and Is Apple's AI Strategy a Disaster?
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