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20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia
Manage episode 461215817 series 73567
Victor Riparbelli is the CEO and Co-founder of Synthesia, the world’s leading AI video communications platform for enterprises. To date, Victor has raised over $250M from Accel, GV, NEA, and more. More than 1,000,000 users and 55,000 businesses, including 60% of the Fortune 100, use it to communicate efficiently and share knowledge at scale using AI avatars.
In Today’s Episode with Victor Riperbelli:
1. The Future of Models:
Are we seeing the commoditisation of models?
Will scaling laws continue to prove out?
How far into the application layer will model providers go?
Will we see a world of few large generalist models or many fragmented smaller models?
X.ai, Anthropic, or OpenAI? Which would Victor most want to invest in and why?
2. The Future of Content:
What will the future of content look like? In 5 years time will we have more AI or human made content?
What will be the future of distribution for content? Why is TikTok the future for content distribution?
How does Victor think about the future of identity verification? What is the right approach?
What does everyone think will happen in the future with content that will never happen?
3. Startup Rules That are BS:
Why does Victor believe it is total BS to say you have to be the first to a market?
Why does Victor believe the speed of execution religion is BS?
Why does Victor believe that London and Europe is a great place to start a startup?
Does Victor believe Americans work harder than Europeans? Why does Victor believe Europeans are more loyal to their companies?
1273 episodios
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Manage episode 461215817 series 73567
Victor Riparbelli is the CEO and Co-founder of Synthesia, the world’s leading AI video communications platform for enterprises. To date, Victor has raised over $250M from Accel, GV, NEA, and more. More than 1,000,000 users and 55,000 businesses, including 60% of the Fortune 100, use it to communicate efficiently and share knowledge at scale using AI avatars.
In Today’s Episode with Victor Riperbelli:
1. The Future of Models:
Are we seeing the commoditisation of models?
Will scaling laws continue to prove out?
How far into the application layer will model providers go?
Will we see a world of few large generalist models or many fragmented smaller models?
X.ai, Anthropic, or OpenAI? Which would Victor most want to invest in and why?
2. The Future of Content:
What will the future of content look like? In 5 years time will we have more AI or human made content?
What will be the future of distribution for content? Why is TikTok the future for content distribution?
How does Victor think about the future of identity verification? What is the right approach?
What does everyone think will happen in the future with content that will never happen?
3. Startup Rules That are BS:
Why does Victor believe it is total BS to say you have to be the first to a market?
Why does Victor believe the speed of execution religion is BS?
Why does Victor believe that London and Europe is a great place to start a startup?
Does Victor believe Americans work harder than Europeans? Why does Victor believe Europeans are more loyal to their companies?
1273 episodios
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1 20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product,… 1:12:32
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1 20VC Exclusive: Mercor Raises $100M at a $2BN Valuation: Scaling to $70M in ARR in 24 Months | 9-9-6: 9AM-9PM - 6 Days Per Week: The Most Intense Culture in Silicon Valley | The Future of… 45:55
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1 20VC: NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft's Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will… 1:20:48
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1 20VC: From Penniless Printing Shop Offices to Public Company and One of the Largest Entertainment Companies: The Story of LADbible | The Future of Content & Social Media | US vs Europe: Is Europe… 59:30
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1 20VC: Monzo: The Greatest Turnaround in Tech: From £40M Revenues, Layoffs, Downrounds and Low Employee NPS to $1BN in Revenue, Profitable and 10M Customers with TS Anil, CEO @ Monzo 56:15
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1 20VC: The $5BN Company Built from the Belgian Countryside | The Story of Odoo: The Company with No Plans to Sell, IPO & Their Billionaire Founder Who Does Not Care About Money with Fabien Pinckaers,… 1:15:54
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1 20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is… 55:14
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1 20Product: Product Secrets Behind Uber and Opendoor | How AI Changes the Role of the PM & The Product Development Process | How to Hire the Best Product Teams & What No One Does That Everyone Should… 44:54
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1 20VC: Affirm Max Levchin on Why Grading Talent by Letter (A or B) is Total BS | How to Create a Culture of Post Mortems and Writing | Why You Should Only Study Failure Not Success & The Biggest… 1:02:25
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1 20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their… 1:15:18
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1 20VC: Lime's CEO on Going from Losing $3 on Every $1 to $90M in EBITDA | How Lime Built the Global Leader in Micromobility When Competitors Went Bust | Losing 90% of Revenues in COVID and The Uber… 1:06:14
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1 20VC: Deepseek Special: Is Deepseek a Weapon of the CCP | How Should OpenAI and the US Government Respond | Why $500BN for Stargate is Not Enough | The Future of Inference, NVIDIA and Foundation… 55:08
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1 20Sales: Why Every Sales Rep Should Do Pipeline Generation & How to Teach Them | Verticalised Sales Playbooks: When and How | How the Best Sales Reps and Leaders Structure Their Time with Carlos… 1:08:24
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1 20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and… 1:06:26
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1 20VC: Why Large Seed Rounds Increase the Chances of Success | When to Sell in Venture | Why Multi-Stage Firms Do Not Do The Work | Is Europe Totally F****** and Why AI Means London Can Compete with… 1:17:42
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