All episodes of The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 2026-09-19 · 72 min · 13,665 words

20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron

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I would say I'm overall opposed to, you know, the pace of the frontier direction it's going in. The scariest thing to me on on the political spectrum and the way all all of this being treated is that it's now become a almost unifying issue on left and right about being anti-data centers. I think that is almost entirely a Chinese psyop. A single in and out uses, you know, more more water than, you know, the largest data centers in the United States. This is 20 VC with me, Harry Stebbings.

Now we have probably one of the most important times in history for technology. We have the biggest model providers saying we need to pace the frontier. But what does that actually mean in reality? How possible is it? What does it mean for the threat from China?

What does it mean for the infrastructure layer moving forwards? We have a true expert of the space on the show today, in the form of Thomas Somers. He's the co-founder and chairman at Positron AI. They just raised an $875 million Series C at a $5 billion valuation. They've got some of the best investors in the business.

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