20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning | Labour Displacement Fears are BS & Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

The world going forward, there is going to be nothing that no one can build. Everyone is trying to commoditize the other. Value accrual is a time-dependent phenomenon. So many of the tasks that we're doing, we don't need the very frontier to do it. We might see a short-term contraction of usage of the very frontier models.

I think it's pretty embarrassing that we don't have frontier open models in the United States. Name a legendary company that has a shit sales or marketing team. You can't. The age of the polymath is back. All right, you have a meeting with the Sequoia partnership tomorrow morning.

Be ready to present. No one else would have believed in me except him. We will see the best companies treat teams more and more like whatever, SEAL Team 6 or NBA, like professional athletes. So I invested millions of dollars in the founder that we're about to meet, and I invested millions of dollars on a walk around Hyde Park after about four minutes. He was that compelling.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (81 minutes, 18,742 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 10 episodes for $5, and monthly plans are cheaper still.