20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

This is 20 VC with me, Harry Stebbings, and it's the best show of the week. Rory O'Driscoll, Jason Lamkin discussing the biggest news in tech. So this week, number one, pacing the frontier. We discuss what it means for infrastructure, what it means for energy, and what it means for the biggest frontier model providers. Next up, AI assistant war.

We've got town, we've got instinct on the startup end, and we've got Zuck and Muse on the incumbent end. What happens here? Who wins? Next up, bending spoons, baby. They are on an acquisition spree, having bought Miro for $1.35 billion.

And then finally, staying with Europeans punching above their weight, Mistral raises 3 billion euros, Europe's largest ever tech funding round, this and so much more, in what is always quite a colourful discussion with Rory and Jason. But before we dive into the show today, when you're building a company, you learn that trust is what closes deals. You may have the best product, but no buyers will sign these days without proof of your security. Here's what happens if you're not prepared. A prospect asks for proof of compliance.

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