Inflection AI, every mention

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every year anyone Harry Stebbings 14Rory O'Driscoll 1Reid Hoffman 1Michael Eisenberg 1Maria Angelidou 1David Cahn 1Clay Bavor 1

Verbatim, from the transcripts: the passages where Inflection AI comes up

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Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings Jul 4, 2026 · 1 mention

  • ▶ 6:13 Clay Bavor Character, inflection, adapt, great people at these companies, but the capital expense, uh, the ongoing capital expense to create what is effectively a highly perishable bag of floating point numbers just doesn't work.

The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI Feb 5, 2026 · 1 mention

  • ▶ 52:45 unnamed speaker Didn't they buy Inflection AI?

Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings Jul 17, 2025 · 1 mention

  • ▶ 16:38 Rory O'Driscoll But you got that, you've got inflection, adept, and character AI, which is the other one that Google did.

Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings Jun 26, 2025 · 1 mention

  • ▶ 7:21 unnamed speaker So, you know, I respect people like Cohere, I respect people like Adept, the other ones like Inflection, none of them have magic moment money, right?

Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings Oct 7, 2024 · 1 mention

  • ▶ 45:01 Harry Stebbings Do you think we will continue to continue to see the consolidation of smaller players like Inflash and like Adept, like Character, continue to get acquired by the large incumbents?

Maria Angelidou:Product Lessons Leading Facebook App Monetisation Team to Billions in Revenue |E1210 · 20VC with Harry Stebbings Oct 4, 2024 · 1 mention

  • ▶ 51:18 Maria Angelidou Well, I cannot not mention, um, with everything that's going on in our industry, uh, Satya and Microsoft and what he did with open AI and infection AI.

Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings Oct 2, 2024 · 1 mention

Eric Vishria: Where is the Value in AI - Chips, Models or Apps? | E1206 · 20VC with Harry Stebbings Sep 25, 2024 · 1 mention

Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings Aug 19, 2024 · 1 mention

David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings Aug 5, 2024 · 1 mention

  • ▶ 26:39 David Cahn Now you can acquire the smaller ones, and we've seen that with Inflection and Adept, you can acquire some of the teams, but it's going to be much more difficult to acquire something like Anthropic.

Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings Jul 15, 2024 · 2 mentions

Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings Jun 19, 2024 · 1 mention

Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings Jun 10, 2024 · 7 mentions

  • ▶ 22:40 Harry Stebbings I, I have to ask you, I had so many people suggest questions, and this one I really wanted to talk about, which was the inflection deal with Microsoft. 6 times in the scene
  • ▶ 39:59 Reid Hoffman Every single person who has a smartphone will have one or more personal agents, personal AI agents, that's why we, in inflection we call it Pi, that is their agent, but it is like there for them, and on a whole range of things, like, not…

Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings May 8, 2024 · 2 mentions

  • ▶ 48:30 Harry Stebbings You know, I was with a friend who will remain nameless because he hates being publicly named anywhere, uh, and he mentioned that bluntly cloud providers will be the cash cow business, and they will buy your Googles, your Amazons, and your… 2 times in the scene
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