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AI world

4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Nov 13, 2025 by Jason Lemkin · across every show →

Everything said about AI world, oldest first

Nov 13, 2025 bearish
Opinion
Lemkin: The AI Era Requires Less Than Half of Today's VCs
“And so I think I could only imagine we don't even need half the VCs we have today for the AI world.”
Jason Lemkin Nov 13, 2025 ▶ 3:36 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
Dec 31, 2025 negative
Insight
Fitzpatrick: Business strategy is an overrated concept in AI
“In the AI world, at least, strategy is a somewhat overrated concept, and what I mean by that is...”
Matt Fitzpatrick Dec 31, 2025 ▶ 1:13:57 Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
Mar 7, 2026 bullish
Prediction Not checkable as stated
Mitchell Green: China will win the global AI competition
“Don't count China out. I bet they win the AI world.”
Mitchell Green Mar 7, 2026 ▶ 27:33 Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
May 18, 2026 bullish
Insight
Browder: Real assets are the only way to stay ahead in an AI economy
“The only way to stay ahead in this AI world is, is to have real assets.”
Josh Browder May 18, 2026 ▶ 1:13:25 Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
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