Nebius Group, every mention
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tap a year for its mentions
every year anyone Harry Stebbings 33Jason Lemkin 3Rory O'Driscoll 1Jason Calacanis 1Everett Randle 1
Verbatim, from the transcripts: the passages where Nebius Group comes up
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 26:36 Harry Stebbings And also, like, Nebius are coming out with their own.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 28:47 Harry Stebbings When we think about kind of full stack versus not being full stack, you know, I, I've had the founders of Nebius on the show. 4 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 33:38 Harry Stebbings Metacompute, a cloud business to sell access to its AI infrastructure, either as hosted or raw GPU, rented by the hour, like CoreWeave or Nebius. 2 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 26:27 Harry Stebbings Or candidly, if you want to go a step above that, you've got Nebius who sits on top. 2 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 40:21 Harry Stebbings Do you believe your Nebius and your Core Weaves will be a sustainable multi-hundred billion dollar company in the future, or is it solving a short-term supply problem? 2 times in the scene
- ▶ 43:18 Harry Stebbings That was exactly my question, so I just had the co-founder of Nebius on the show, and the really clear takeaway was the, the challenge that he has, which is there's a huge amount of money that wants just capacity and compute. 3 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:13:08 Harry Stebbings Nebius versus CoreWeave. 3 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 1:14:16 Harry Stebbings I just did a show with the founder of Nabius, and he said the single biggest threat to Nabius is consolidation of models. 2 times in the scene
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 15:03 unnamed speaker And here, like our product called Nebio Stocking Factory.
- ▶ 47:22 unnamed speaker Again, the work of the companies like Nebios to make possible, like, as you say, not think about plumbing if you want to use alternative models, but I think it's about capabilities.
- ▶ 1:08:53 Harry Stebbings The biggest threat to Nebius 6 times in the scene
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 33:59 Harry Stebbings I mean, you saw Nebius, I don't know if you saw this, but they increase their pricing by 30%. 2 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 9:33 unnamed speaker If you look at Nebius raising prices, as prices go up, um, the area of experimentation is ending and people will see very different results from that.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 18:41 Harry Stebbings Does that mean they're dramatically overvalued when you look at a Nebius or a CoreWeave or any of the others?
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 38:51 Harry Stebbings On the flip side of challenge, we have Nebius growing 684%, accelerating faster than ever. 4 times in the scene
- ▶ 1:01:19 Rory O'Driscoll They've effectively decided to be a Nebius, not a Antropic, by virtue of selling their computer to Antropic.
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 1:00:35 Jason Lemkin If we need infinite capital and look, there's a circular, we're back, we're backstopping CoreWeave, we're backstopping Nebius to some extent.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 1:02:10 Jason Lemkin ClickHouse is basically an in-house open source product built at Yandex, which is now Nibius, built in Russia.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 1:08:20 Jason Calacanis But if all of that started in the beginning of the conversation of all that Oracle and core weave and nebius revenue all goes up, up in the sky, deep, far in the sky, that is a lot of money.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 49:09 unnamed speaker Maybe Nebius just has a bump, and it creates a contagion in the market, or Microsoft has some issue.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 26:57 Everett Randle Nebius is a thirty billion dollar public company.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 46:01 Jason Lemkin We call, we called Nebius.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 54:27 Harry Stebbings Uh, Nabius being one, um, which is kind of a weird structure.