20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

You have to taste good things to have good taste. It is critical in vertical AI, being one of the first. When you saw like the announcements from OpenAI and Anthropic about for deployed engineers and, you know, these partnerships with big private equity groups to go help their portfolios, if that wasn't a sign that there is absolutely an incredible opportunity for the foreseeable future for vertical AI, I don't know what what is. We're in for a tsunami of healthcare needs and the system is not prepared to deliver it.

They did the seed and the A. USV was our business model initially. The more you can feel inevitable, the more you will be. This is 20 VC with me, Harry Stebbings. Now joining me in the hot seats today, we have Shiv Rao, founder and CEO of A bridge.

What I love about a bridge is, yes, It is a $5.3 billion company today. Yes, they have the best investors in the world in the company today, but they went through a five, six-year wilderness period where they were founded in 2018. They did a seed round of 5 on 15. That level of dilution, wow, those were the days.

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