McCaw, every mention

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every year anyone Harry Stebbings 11

Verbatim, from the transcripts: the passages where McCaw comes up

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Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive Aug 29, 2026 · 1 mention

Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek Aug 24, 2026 · 3 mentions

  • ▶ 22:00 Harry Stebbings One of actually, I found that I backed Brandon from McCaw.
  • ▶ 1:01:54 unnamed speaker It feels so transient, and um, I feel a lot more certainty when I invest in fireworks, when I invest in McCaw, when I invest in ClickHouse. 2 times in the scene

The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park Jul 31, 2026 · 1 mention

  • ▶ 38:53 Harry Stebbings Can I ask you, Brandon at McCaw was on the show recently, and he was like, honestly, researchers, they're in the tens of millions of dollars.

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

  • ▶ 24:59 Harry Stebbings And I had Brandon at McCaw on the show who says he spends more on tokens than he does headcount.

Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings Jul 2, 2026 · 1 mention

Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings Jun 22, 2026 · 1 mention

  • ▶ 19:20 Harry Stebbings And if it becomes what Brandon at McCaw said, which is we'll spend as much on tokens as we do on salaries, they're grossly undervalued, grossly undervalued.

Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings Oct 6, 2025 · 1 mention

20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon Sep 19, 2025 · 1 mention

  • ▶ 33:15 Harry Stebbings You know, I compare that to, like, Brandon at McCaw, who hires most people in the early twenties.

20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong Sep 12, 2025 · 1 mention

  • ▶ 1:06:12 Harry Stebbings As always, I so appreciate all your support, and stay tuned for a fantastic episode with the founder of McCaw,

What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings May 1, 2025 · 1 mention

  • ▶ 6:35 Harry Stebbings You know, I, I have new AI companies like McCaw and Lovable in my portfolio who are scaling, uh,

Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings Apr 28, 2025 · 1 mention

  • ▶ 5:13 Harry Stebbings You see companies like Lovable, Bolt, McCaw, Midjourney, you name it, where revenue trajectories are unparalleled, and that SaaS predictability era is over.
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