AI tools

also referred to as: ai tool

15 statements across 15 episodes · 11 bullish · 2 bearish · 14 people on the record · first statement Apr 28, 2023 by Sarah Guo · across every show →

Everything said about AI tools, oldest first

Apr 28, 2023 positive
Prediction Held up
Guo: AI will not eliminate software engineering as a profession
“That doesn't mean I think engineering as a profession goes away. I think they just, like, leverage these tools much better.”
Sarah Guo Apr 28, 2023 ▶ 22:55 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Jun 26, 2023 positive
Assertion Not publicly verifiable
Babayigit: AI reduced Tripledot's 3D character modeling time from days to minutes
“Yes. So we have, we use AI driven tools that You know, enable us to, you know, increase our productivity dramatically. So we use tools that, you know, in the old days, it might have taken us X days to build a three D model of character to be used in a game. An…”
Akin Babayigit Jun 26, 2023 ▶ 1:30:02 Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
Jun 7, 2024 positive
Insight
SDR candidates using AI in writing tests demonstrates resourcefulness
“Maybe it doesn't matter and they're being resourceful and they're using tools that you know, that, that are gonna make them a better SDR.”
Ashley Kelly Jun 7, 2024 ▶ 24:34 Ashley Kelly: The Playbook to Start and Scale Your SDR Team | E1162 · 20VC with Harry Stebbings
Feb 7, 2025
Prediction Not checkable as stated
Tolkin: Breaking organizational silos with AI will be harder than expected
“I think the breaking down of silos, the use of AI tools to break down the silos between the functions will be more challenging than a lot of people are giving it credit to.”
Brian Tolkin Feb 7, 2025 ▶ 46:09 Brian Tolkin, Head of Product @Opendoor: How to Hire the Best Product Teams | E1257 · 20VC with Harry Stebbings
Mar 31, 2025 positive
Disclosure
Scott: Microsoft Research launched an initiative to eliminate technical debt using AI
“There's a big research initiative. We've started at Microsoft research about a year ago where like the whole mission of the lab is like eliminate tech debt at scale using these new AI tools.”
Kevin Scott Mar 31, 2025 ▶ 38:17 Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
May 15, 2025 positive
Insight
O'Driscoll: Tech and Marketing Professionals Resisting AI Tools Are Toast
“You've got to be on the side of using this shit and leaning into it. If you're resisting it, you're toast.”
Rory O'Driscoll May 15, 2025 ▶ 1:18:46 OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
Jul 18, 2025 bullish
Prediction Not checkable as stated
Wu: AI will make software engineers 10x faster within three years
“Look, I think in three years, there's no reason that shouldn't be a 10 X.”
Scott Wu Jul 18, 2025 ▶ 18:04 Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Jul 27, 2025 positive
Disclosure
Fanton: Property Finder Uses AI To User-Test Prototypes In One Day
“We were just in Property Finder using a lot of AI tools to prototype, and we're testing it and putting it in front of users like in a day, literally.”
Fernando Fanton Jul 27, 2025 ▶ 13:59 20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
Aug 21, 2025 neutral
Disclosure
Lemkin: SaaStr spends $500K in list price on 10 AI tools
“We added up the nominal list price of our 10 tools, right? 500,000 dollars.”
Jason Lemkin Aug 21, 2025 ▶ 1:15:24 Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
Oct 23, 2025 bearish
Prediction Not checkable as stated
Calacanis: Enterprise Buying Window for AI Tools Will Soon Disappear
“They're not going to be in market every year for an AI tool. This will be a window that will disappear.”
Jason Lemkin Oct 23, 2025 ▶ 19:49 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
Dec 12, 2025 positive
Prediction Open · timeframe Dec 2028
Wiz's marketing team stopped growing headcount because AI 50x'd designer output
“I don't need to grow anymore in people. Cause like what the designer can do now, one designer can do 10 X more output, if not 50 X more output.”
Raz Herzberg Dec 12, 2025 ▶ 1:07:51 20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
Feb 21, 2026 positive
Insight
Emberikos: AI tools outside coding should be open-ended, not vertically specialized
“Is not overly build it like, okay, this is AI capabilities, but only specifically for finance, only for specifically for this workflow, but actually build a much more open-ended tool that someone can just use for any given task creatively.”
Alexander Emberikos Feb 21, 2026 ▶ 10:08 OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
Apr 14, 2026 bullish
Insight
Midha: AI tools allow one person to achieve what required 50 people four years ago
“What would have taken 50 people to do four years ago, now with the right AI tools, you can do with one person.”
Anjney Midha Apr 14, 2026 ▶ 1:03:45 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Apr 27, 2026 positive
Insight
Adam Foroughi: Top Engineers Achieve 10x-100x Leverage Using AI Coding Tools
“In engineering, you have your best engineers can use these tools to really accelerate themselves. And your weaker engineers might not understand how to use these tools or might only get a two X instead of a 10 X or a hundred X increase in output.”
Adam Foroughi Apr 27, 2026 ▶ 17:12 AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
Jul 11, 2026 negative
Insight
Jain: AI-amplified companies producing 10x output will beat those shrinking headcount
“If you were trying to do the same amount of work and you believe you can do it with fewer people and therefore you shrink your competition can also do the same, but they chose actually not to do the same amount of work. They chose to actually, you know, elevat…”
Arvind Jain Jul 11, 2026 ▶ 30:12 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
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