Prediction certainty 4/5 debate potential 2/5

Stebbings: Incumbent co-pilot AI strategy will win over the next 2-3 years

Harry Stebbings · Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings · Sep 22, 2023 · at 33:16

Harry Stebbings, host of 20VC, shares his view on how distribution power favors incumbent AI strategies in the short term.

0:00 / 0:13exact quote · 13.6s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I also don't think you can underestimate, especially in the short term, the power of distribution, and I think, like, the co-pilot strategy is, like, a very incumbent focused strategy, which will win in the next two to three years, for sure.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Harry Stebbings

Opinion
Stebbings: European founder quality is much worse than in the US
“I think the quality of European founders is much worse than the US”
Harry Stebbings Oct 28, 2024 ▶ 31:48 Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
Opinion
Stebbings: The younger generation of workers is lazy and expects high compensation
“I think this generation is fucking lazy. They do not work, sorry, I'm on a rant now. They do not want to work hard, they do not want to come into the office, they get paid top dollar, and actually, they want great package, they want all of this, and they don't…”
Harry Stebbings Jun 26, 2023 ▶ 59:28 Akin Babayigit: How Tripledot Studios Became #1 Fastest-Growing Company in Europe | E1030 · 20VC with Harry Stebbings
Opinion
Stebbings: Remote Work Is One of the Most Poisonous Things
“I don't buy remote by the way. I think remote is one of the most poisonous things.”
Harry Stebbings Apr 7, 2023 ▶ 45:11 Rob Lacher: How I Scaled to $600M AUM; Hiring Tips for VCs; Venture Capital in Europe vs USA | E999 · 20VC with Harry Stebbings
Disclosure
Stebbings: Series B investors are offering founders $1M payouts to return capital
“You know, it is, but I'm seeing now I've seen four this month where the series B's are saying, Hey, preemptively we fucked up, but give us our cash back and we'll give you a million each.”
Harry Stebbings Nov 21, 2022 ▶ 1:07:36 Semil Shah: Lessons Learned Scaling from a $1M to a $50M Fund | 20VC #951 · 20VC with Harry Stebbings
Opinion
Stebbings: Society No Longer Fundamentally Operates as a Democracy
“I don't think we fundamentally live in a democracy anymore, because I know I don't, and I know that pretty much everyone around me is too afraid to say how they truly feel.”
Harry Stebbings Oct 1, 2020 ▶ 33:19 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Opinion
Harry Stebbings: Most retail investors on Robinhood are incompetent
“I think most of the people who invest in there are incompetent and shouldn't be given dollars. This will definitely be taken out, no doubt. I think this is like, you know, you're empowering people who should not be investing. They do not understand public mark…”
Harry Stebbings Jan 28, 2022 ▶ 22:57 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.