Poolside, every mention

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every year anyone Harry Stebbings 36Rory O'Driscoll 21Eiso Kant 15Alex Atallah 4Steeve Morin 1

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

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Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town Sep 10, 2026 · 9 mentions

  • ▶ 1:16:32 Rory O'Driscoll I mean, so that's kind of the positive story, and it's interesting that NVIDIA is doing so much because to some extent, I thought that's what Poolside did, and they just acquired Poolside. 9 times in the scene

Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive Aug 29, 2026 · 2 mentions

  • ▶ 54:23 Harry Stebbings Jensen's like, I'm working on Nematron, I'm buying Poolside.
  • ▶ 1:08:17 Harry Stebbings You know, we're seeing, um, poolside being bought and a lot of the employees moving over to Nvidia, uh, twelve billion dollar rumored price.

Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated Aug 27, 2026 · 12 mentions

  • ▶ 1:04 Harry Stebbings I have the agenda, and we're going to start with NVIDIA moving across different layers of the stack, and we're going to start with the model layer where NVIDIA is paying six billion dollars to license Poolside's model factory and investing… 6 times in the scene
  • ▶ 14:06 Rory O'Driscoll It's, they're using their capital to, you know, fund the NeoClouds, fund OpenAI, fund, as we just discussed, poolside, and for, 4 times in the scene
  • ▶ 42:38 Rory O'Driscoll I think it's kind of a muchness with, frankly, the poolside and the open router thing, which is everyone's, I mean, look, I think it all goes together.
  • ▶ 1:11:10 Rory O'Driscoll I think the two documents I most enjoyed reading and prep for this were the poolside letter and the stripe letter, and they reiterated at the end, at one point in the letter, we're really happy being private, was the summary, right?

Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? Aug 20, 2026 · 1 mention

  • ▶ 24:20 Rory O'Driscoll I'm just going to work with poolside as my plan B, and then offload the rest to something else, then you're right.

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic Aug 9, 2026 · 4 mentions

Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market Aug 2, 2026 · 4 mentions

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 3 mentions

  • ▶ 16:35 Rory O'Driscoll Look at the detail on it, but Poolside just announced something too, right? 2 times in the scene
  • ▶ 24:20 Rory O'Driscoll Cause I think what would the process be for a U S open weight model, like poolside or thinking machines here?

Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings Jul 9, 2026 · 1 mention

  • ▶ 59:59 unnamed speaker This would be best thing that could happen.

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 · 2 mentions

  • ▶ 25:23 Rory O'Driscoll Chinese based companies distilled on U.S. models because, you know, they're not a pool source poolside. 2 times in the scene

SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings Jun 11, 2026 · 2 mentions

  • ▶ 1:13:51 unnamed speaker And obviously you've got, I think it's recursive and poolside, a couple of reflection and poolside doing that, but that's, that's to Jason's point. 2 times in the scene

Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings Oct 27, 2025 · 1 mention

  • ▶ 10:16 Harry Stebbings We saw Poolside recently announced a two gigawatt data center that they're building out in conjunction with CoreWeave.

Why VC Today is Worse than 2021 · 20VC with Harry Stebbings Oct 23, 2025 · 6 mentions

  • ▶ 46:28 Harry Stebbings I'm pleased you mentioned Poolside there, and I do want to go to it now, actually, because it is a super relevant one tied to that, which is like, on the vertical ownership side, Poolside announced building its own two gigawatt AI center,… 6 times in the scene

Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings Jul 31, 2025 · 1 mention

  • ▶ 5:38 Harry Stebbings Lagoor are the best European AI team there is in many respects, all with double digits ownership in one single fund.

How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings Jul 24, 2025 · 1 mention

  • ▶ 51:21 Harry Stebbings And so, fundamentally, I get what you're saying, Jason, but I'm also just again pushing back and going, well, shit, I'm in poolside where I've got a 250 K check.

Surge CEO & Co-Founder, Edwin Chen: Scaling to $1BN+ in Revenue with NO Funding · 20VC with Harry Stebbings Jul 21, 2025 · 1 mention

  • ▶ 52:07 Harry Stebbings I'm an investor in poolside, which, uh, if you don't know, obviously is kind of in the, um, same space as say a cursor or a windsurf, but they're bluntly, they seemingly are much more behind because they've built their own models and they…

Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings Mar 3, 2025 · 1 mention

  • ▶ 31:51 Harry Stebbings It's not a trap to go down, but I'm, I've spoke to Alex Wang about it on the show and I saw poolside on the show, and they said, we deeply underestimate China's ability in AI.

Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings Feb 24, 2025 · 1 mention

Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings Oct 7, 2024 · 28 mentions

  • ▶ 0:56 Harry Stebbings I think there's a lot of people looking at Poolside in the news and seeing the new round going, what is Poolside? 4 times in the scene
  • ▶ 7:43 Eiso Kant Now this is the head fake behind poolside.
  • ▶ 10:00 Eiso Kant Because if you think about poolside, and we spoke about how do we get this data, and I mentioned the word synthetic, it means that we're generating it.
  • ▶ 14:16 Eiso Kant There's this, there's huge amounts of human feedback that companies have been gathering, uh, to be, because when you don't have this perfect simulatable domain that we have as, as poolside, you need to go to who are the experts. 2 times in the scene
  • ▶ 25:39 Eiso Kant I think software development, our domain, we think the gap is still very large, right? 3 times in the scene
  • ▶ 28:09 Eiso Kant Six hundred million dollars that we've raised till date, and the latest five hundred million dollar round, translates to us being able to be an entrant into the race. 4 times in the scene
  • ▶ 43:41 Harry Stebbings Corporates and poolside. 3 times in the scene
  • ▶ 53:37 Eiso Kant It's going to be, you know, an open eye, an anthropic, a poolside, and a set of companies who are, who are able to get that massive escape velocity needed to sit alongside those companies and build the next, you know, generational…
  • ▶ 1:04:11 Eiso Kant And, and if we look at, look at poolside, we're building foundation models with a mission towards AGI, with right now in the world focused on bringing more and more capabilities of AI to software development, building a truly intent…
  • ▶ 1:07:33 Harry Stebbings Would you have done poolside if you had sold sourced? 3 times in the scene
  • ▶ 1:14:29 Eiso Kant Uh, and, and it gets me, allows me to, you know, fully immerse myself in poolside. 2 times in the scene
  • ▶ 1:16:06 Harry Stebbings If you were to write a premortem on poolside, what is the number one reason why it wouldn't work? 3 times in the scene
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