Silicon Valley, every mention
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Verbatim, from the transcripts: the passages where Silicon Valley comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 14:20 Matteo Franceschetti But we created a truck now that goes around Silicon Valley, and so you can book the truck, and it comes to your home, and you can try the product live, so this truck has a bedroom built in, in, in the back of the truck, but now the truck…
- ▶ 35:59 Matteo Franceschetti The brand, particularly I think in Silicon Valley. 2 times in the scene
- ▶ 50:49 Matteo Franceschetti I didn't know anything about Silicon Valley.
- ▶ 58:18 Matteo Franceschetti There is another trend in Silicon Valley where there are people that have been laid off.
- ▶ 1:02:29 Matteo Franceschetti Our output is five X, but is average in Silicon Valley.
- ▶ 1:08:17 Harry Stebbings And you're just a Silicon Valley tech founder. 2 times in the scene
- ▶ 1:13:10 Matteo Franceschetti He wouldn't know I'm in Silicon Valley.
- ▶ 1:14:56 Matteo Franceschetti And, uh, and so now sometimes we joke about, you know, when she comes to Ferrara and we go see my mom, she says, how the hell did you go from, from, from this city to, you know, to, to the U.S. and Silicon Valley, AI and everything you do.
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 0:12 Harry Stebbings Now, the hottest category in Silicon Valley is AI assistance.
- ▶ 33:28 Harry Stebbings Is hiring in the Valley as insane as everyone says it is? 2 times in the scene
- ▶ 40:47 Jean-Denis Greze Now, you know, at the same time, they do have the devices, so the new Siri, right, is going to be much, a much better personal assistant than the, I mean, that's rumored, but you know, you know people who've tried it, so when you're in the…
- ▶ 1:03:03 Jean-Denis Greze There's a whole lot of that happening for sure in the Valley.
- ▶ 1:13:40 Jean-Denis Greze Am I getting one and a half engineers in Silicon Valley at our inflated rates from the, yes, of course I am.
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 24:59 Cliff Weitzman It's like having an AI coworker, but it was my mistake to think that an API product was a bad strategy because I thought it was something that would become commoditizable, and I forgot the central thesis about Silicon Valley, which is…
- ▶ 26:15 Harry Stebbings I think Sierra are running behind them chasing, and they're doing a decent job of it, but they've got Brett and they've got Sequoia and Green Oaks and every royalty of Silicon Valley
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 24:06 Harry Stebbings For those that do not know, and I like to be not just for kind of Silicon Valley inner engineers, open weight versus open source in a minute.
- ▶ 28:12 Aaron Katz Like some of the most innovative digital native companies in Silicon Valley are now thinking about moving their stack from, you know, one of the hyperscalers to an on prem environment.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:02:57 Harry Stebbings Mission Aligned goes contra what Chamath has got a lot of heat over the weekend for saying, which was like, Silicon Valley has been to become too money centric, and that's now a problem. 2 times in the scene
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 0:41 Rory O'Driscoll Silicon Valley forgets every three years that the average American is not trying to be efficient.
- ▶ 53:53 Rory O'Driscoll This is a wall of money falling into a tiny place that's a peninsula with sea on three sides and a little bit of mountains on a tiny valley called Silicon Valley on the fort side.
- ▶ 1:06:52 Harry Stebbings And small numbers of people in Silicon Valley are the majority of the population.
- ▶ 1:17:43 Rory O'Driscoll So I, you know, so yes, I think, but look, we, Silicon Valley in particular, we all fall in love with personal productivity tools. 2 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 34:41 Harry Stebbings It's like moving into chairman role, um, power centralizing back really to Silicon Valley as well with that.
- ▶ 51:12 Harry Stebbings The hero of Silicon Valley. 2 times in the scene
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 35:06 Harry Stebbings Like they're more nervous of like US companies headquartered in Silicon Valley where you can see and touch and feel the headquarters and the leaders.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 7:00 Harry Stebbings Do you think that's right or is that actually just a small subset of very advanced Silicon Valley companies and the known yogurts and every normal company would just use Frontier or whatever?
- ▶ 37:24 Harry Stebbings How hard is it to hire today in the Valley?
- ▶ 47:16 Anastasios Angelopoulos The first is that I think that Silicon Valley investors have become total bitches with respect to revenue concentration.
The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
- ▶ 39:45 Joon Sung Park If this idea truly come to fruition, like these are people who have literally seen OpenAI being the laughingstock at the, you know, in Silicon Valley to becoming a nearly trillion dollar business. 2 times in the scene
- ▶ 44:32 Joon Sung Park There are a couple of teams that I particularly respected in the Valley, um, that if we were to be raising, I wanted to talk to.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:11:49 Rory O'Driscoll And because, and what's happened, I think, is they've hit a sweet spot because they have, they charge more, they have more smaller merchants at higher pricing, and for a long time they were less profitable despite that because they were a…
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:08:38 Harry Stebbings Would you rather be doing a Series A, two million in revenue at three hundred million price, which is the going rate for a hot AI company at Series A, especially in the Valley, or would you rather stick money into fireworks, which says…
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 0:19 Harry Stebbings This is an English founder in the Valley who scaled a COVID testing business to five billion dollars in revenue.
- ▶ 1:52 Harry Stebbings And then you moved to Silicon Valley very young. 3 times in the scene
- ▶ 5:54 Fred Turner So I did the application, you know, got the interview, came back for the interview, uh, and then moved to, uh, to Silicon Valley for the summer of 16 batch. 3 times in the scene
- ▶ 1:12:52 Harry Stebbings He's another Brit in the Valley.
- ▶ 1:26:36 Fred Turner Helped make it be possible to move to the US and kind of like made a bet on a kid coming from the north of England to come to Silicon Valley. 2 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 17:25 unnamed speaker Silicon Valley managed to have a twenty-year run with the internet where the message to Washington was, leave us alone, and we did great.
- ▶ 58:44 unnamed speaker They didn't say, okay, we can't have cool, um, LLMs from Silicon Valley.
- ▶ 1:11:40 unnamed speaker Those dudes in Silicon Valley are pretty scary.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 24:15 Mike Mignano Yes, Anthropics been mission driven, but there's so much money and capital sloshing around the valley in this ecosystem.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 25:17 Harry Stebbings So the hundred grand a year actually will be normalized because if you think about a great dev in the valley, I presume 500 K dollars is kind of where they're at for a great dev.
- ▶ 51:42 Clay Bavor And I, I think there is too often, uh, an image of kind of a, a sometimes performative grind, uh, in, uh, certainly Silicon Valley startups.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 5:40 Rory O'Driscoll Rather than arguing with you, Jason, which is usually not productive for either of us, I'm willing to bet that every single CFO in the Fortune 500 sent some version of that article to the CIO and said, dude, look what this smart guy in the…
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- ▶ 0:57 K.R. Shridhar I would say don't short the US, don't short Silicon Valley.
- ▶ 7:54 K.R. Shridhar So, uh, one of the people that come is Andy Groh, who became a great friend and a mentor and a valley legend.
- ▶ 18:39 K.R. Shridhar So I would say don't short the U S don't short Silicon Valley.
- ▶ 26:07 K.R. Shridhar You know, we in Silicon Valley said everybody learn how to code because if you don't know how to code, you don't have a future.
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 1:10:58 Harry Stebbings Um, what is a belief that is held by most top investors and founders in Silicon Valley today that you think is wrong?
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 7:07 Ryan Petersen and we weren't in Silicon Valley.
- ▶ 28:36 Harry Stebbings Well, because you, you're essentially feeding data back to the CCP would be the fear from Keith Reborn and others, and that actually CCP-funded open source models are powering the majority of early-stage Silicon Valley companies. 2 times in the scene
- ▶ 36:21 Harry Stebbings Silicon Valley right now.
- ▶ 58:56 Ryan Petersen I'd be like, oh, we're going to dominate, like, logistics for hardware companies in Silicon Valley or something, but, like, it's kind of fake.
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 31:41 Everett Randle I mean, hell, the legibility of AI to a lot of people in Silicon Valley, it's just such a fast moving field that if you're not inside one of the labs, you know, it's hard to just keep up with everything that's happening all the time.
- ▶ 46:09 Everett Randle And I, we, you know, we had, we had dinner with, with, um, some of the leadership of another, you know, one of the other best funds in the Valley that, that also, they have a large position now, but they weren't early in, in, um, in the,… 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 25:13 Matan Grinberg There's a very common Silicon Valley fallacy, which is there's like research is like the pinnacle.
- ▶ 28:36 Matan Grinberg And the parts of engineering that become less important are funny enough, the things that the Silicon Valley has really bragged about a lot, which is like,
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 15:22 Harry Stebbings Is that true, or is that bluntly Silicon Valley and tech BS that's trying to protect us?
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 42:55 unnamed speaker You go outside the valley, and you utter the word Claude, and people look at you.
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 10:33 Andrew Feldman It's not just twenty-eight-year-olds in Silicon Valley.
- ▶ 22:40 Andrew Feldman Look, I, I think, uh, right now we are digesting one of the largest deals in the history of Silicon Valley, right?
- ▶ 42:22 Harry Stebbings I see more and more companies, especially in the valley,
- ▶ 46:04 Andrew Feldman I, for years, did business with extraordinary entrepreneurs there at, at Baidu, and at Tencent, and Didi, and all these companies, and they're every bit as good as anybody in Silicon Valley.
- ▶ 53:06 Andrew Feldman I think one of the most powerful parts about Silicon Valley is the absence of a stigma.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 11:22 Josh Browder Um, the running out of money is, comes down to pitching, and I help, um, I'm lucky to have pitched almost everyone in Silicon Valley over the years, successfully and unsuccessfully, and so I teach them how to present their business.
- ▶ 15:51 Harry Stebbings You mentioned you've pretty much met every venture investor in the Valley.
- ▶ 26:01 Josh Browder And, um, first of all, Silicon Valley is such a kind of herd mentality place.
- ▶ 1:23:23 Harry Stebbings Do young founders have to move to Silicon Valley if they want to succeed in building a tech company today?
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 1:12:09 Patrick Forquer That's one of those viral products that everyone in Silicon Valley is talking about.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:43:54 Cliff Weitzman No one has raised as much money as Sam Altman in the history of Silicon Valley like that.
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 43:27 Adam Foroughi The, the whole notion of founder mode is an extreme reaction to extreme bloat that got created in most Silicon Valley companies over the last decade.
- ▶ 1:07:51 Adam Foroughi It's, it's no different than companies that staffed up to very, very large team sizes and bloated teams over the last decade, 15 years in the valley, because they had the means to, and it was, let's just get on a hiring quota.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 14:37 Harry Stebbings How concerned should we be about the proliferation of Chinese models in Silicon Valley companies?
- ▶ 35:02 Harry Stebbings When you look at the capabilities of individual people, do you buy the ideological Silicon Valley?
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:45:55 Harry Stebbings I think some of the best AI minds or the majority of the best AI minds want to be in Silicon Valley. 3 times in the scene
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 5:54 Aaron Levie And so what, what the breakthroughs of cloud code or codex or others are doing is it's making it so those companies now can actually do the same kind of engineering that Silicon Valley has been able to do.
- ▶ 24:53 Aaron Levie The, the part that, that back to Silicon Valley is again, kind of, you know, sometimes more, um, uh, you know,
- ▶ 28:43 Aaron Levie And, um, and then the only, the only part why, why 18 months is like not even a relevant window to me is I think diffusion is going to take longer than Silicon Valley thinks.
- ▶ 34:14 Harry Stebbings Is Silicon Valley being funded by a generation of open, CCP-funded open models?
- ▶ 52:00 Aaron Levie There will still be a lot of money to be made in the companies that can take the innovation that we're seeing in Silicon Valley and in the labs and apply it to the real world, you know, work that happens inside of enterprises. 2 times in the scene
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
- ▶ 29:15 Jake Paul Should I have just, like, been in the valley founding, you know, some company and being, uh, just more involved in, in tech? 2 times in the scene
- ▶ 58:16 Jeffrey Wu And, uh, they were, they went to Harvard, I went to Stanford, so I was like their Silicon Valley plug.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 10:33 unnamed speaker I think a lot of Silicon Valley companies have this, have a culture that's overreaching, and you listen, you go, the grandiosity, if you're kind of a grounded person, you reject the grandiosity, but what I've internalized is, 2 times in the scene
- ▶ 1:01:03 unnamed speaker It's like, beyond Silicon Valley, there are going to be meaningful budgets.
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 14:07 Anjney Midha Anthropic is located in Silicon Valley.
- ▶ 20:44 Anjney Midha And I think we need more public benefit charters in Silicon Valley and in technology, and I think we will get there.
- ▶ 26:33 Anjney Midha Silicon Valley, in the early days of the founding of what I call these frontier industries, the way you start the most iconic companies is very different from how fun companies were funded for the last 10 years in the Zerp era.
- ▶ 40:07 Harry Stebbings How is Silicon Valley and DC not on the same alignment?
Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI · 20VC with Harry Stebbings
- ▶ 26:58 Demis Hassabis And then the final thing is maybe being a bit away from the valley. 2 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 1:08:36 unnamed speaker I don't know Ron Conway, but he's certainly viewed as one of the Silicon Valley gems, right?
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 0:29 Marc Andreessen The tech industry is more centralized in Silicon Valley than it has been in its entire existence, and I think it's AI.
- ▶ 29:33 Marc Andreessen You know, the, the, if you bring in, if you bring, to the extent you bring in non-tech mentality, non, whatever you want to call it, Silicon Valley mentality, growth stage investors, you do set yourself up for, like, you're, you're now…
- ▶ 42:04 Harry Stebbings Do you think you have to be in San Francisco today or Silicon Valley today if you're building an AI company? 8 times in the scene
- ▶ 45:12 Harry Stebbings You, you mentioned the multitude of problems that are in the Valley and kind of California more generally.
- ▶ 52:15 Marc Andreessen Um, you know, which is we really want a Silicon Valley, you know, kind of phenomenon in location X.
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