Results for "competitive moat"
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5 results
Episodes
Intelligent Report20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
openaianthropicinvesting
Intelligent ReportAi Goes Parabolic | Greg Brockman, Co-Founder OpenAI
The Knowledge Project· Ai Goes Parabolic· Apr 22, 2026
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa dinner in 2015 through Sam Altman's firing, mass employee revolt, Ilya's departure, and the compute bets that now define the AI race.
openaisocietyculture- Intelligent Report
20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 18, 2026
SpaceX's $2.7T IPO, Anthropic's government ban, Salesforce's $3.6B Fin acquisition, and why any liquidity for pre-AI SaaS companies is top-decile performance—Benchmark GP Everett Randall joins to break it all down.
anthropicmistralinvesting 
Intelligent ReportSam Altman - How to Make an Abundant Future
Invest Like the Best with Patrick O'Shaughnessy· Jul 28, 2026
Sam Altman covers OpenAI's origin story, the early compute bets everyone called crazy, a sci-fi security breach involving a model that hacked its own sandbox, and why he's surprisingly calm about distillation threats fro…
openaiinvesting
