AI founders

6 statements across 5 episodes · 4 bullish · 1 bearish · 4 people on the record · first statement Feb 3, 2025 by Nabeel Hyatt · across every show →

Everything said about AI founders, oldest first

Feb 3, 2025 positive
Insight
Hyatt: AI founders need board members who actively use AI products
“And they need a sounding board of board members that are actually, actually using their products and actually have a curiosity to use the rest of AI products and get more native.”
Nabeel Hyatt Feb 3, 2025 ▶ 6:26 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
Feb 3, 2025 positive
Opinion
Hyatt: AI startup founders must build in San Francisco to minimize risk
“And so if that's true, and you're trying to risk mitigate all the things that are going to kill you, and it's the age of AI, I don't know why you're not in San Francisco.”
Nabeel Hyatt Feb 3, 2025 ▶ 1:00:36 Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
May 29, 2025 bullish
Assertion Not checkable as stated
Lemkin: Bay Area AI founder density is higher now than in 2019
“The density is actually higher than 20 19 for AI for found only for founders, not for SDRs, not for marketing managers, not for everybody else, but for founders”
Jason Lemkin May 29, 2025 ▶ 58:12 OpenAI’s $6BN Jony Ive Deal & YC Is Both Chanel and Walmart, and Has Officially Won! · 20VC with Harry Stebbings
Aug 18, 2025
Insight
Osika: Early-stage AI founders should prioritize growth over defensibility
“I think that's my recommendation to just be like, execute fast, grow faster and then when you're starting to get up there, you can start, maybe start thinking a bit about the defensibility.”
Anton Osika Aug 18, 2025 ▶ 9:07 Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
Sep 1, 2025 negative
Insight
Frosst: AI founders obsessing over competitor benchmark gains distracts from customer needs
“I think there's a lot of people who suffer from way too much of it and obsessing over the minute details of like, you know, how, Well, so-and-so got .2% better on this thing, or like, you know, is constant, like constant small changes in businesses out there. …”
Nick Frosst Sep 1, 2025 ▶ 35:37 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
Nov 27, 2025 bullish
Assertion Not checkable as stated
Jason Lemkin: Acquired AI founders can raise at $1B valuations for startups
“Now he can raise it a billion pre for his next startup, and I'm not saying it's liquid, but it's a siren call.”
Jason Lemkin Nov 27, 2025 ▶ 1:30:32 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
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