McCaw
person on 1 show · 5 statements across 3 episodes · said 13 times in 11 episodes since 2025
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20VC 13
2026 8 mentions in 6 episodes 1 per episode
- Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
- Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 5 mentions in 5 episodes 1 per episode
- Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- 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
- 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
- What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · 20VC with Harry Stebbings
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every mention on every show, scene by scene, with the transcript →
5 statements about McCaw, every show
Stebbings: Surge AI at $3.5B ARR, Mercor $2.5B, Handshake $1B, Micro1 $500M
“Surge are doing three, three and a half. McCaw are doing two and a half. Handshaker doing one. Micro One are doing half.”
Stebbings: Mercor Crosses $2B ARR and Raises at $20B Valuation
“I'm an investor in McCaw. I never thought this would be as big as it has got as quickly as hit, as it has done. It's crossing out two, two and a half billion ARR. They're doing a new round led by General Catalyst at twenty billion.”
Stebbings: Enterprise Specialized Data Is a $200 Billion Market Opportunity
“And part of the training for those models will require additional surplus data, and then you'll see the likes of McCaw go from purely selling to frontier models to selling to enterprises and even mid-market who need specialized data that they might not have, a…”
O'Driscoll: Mercor will survive its security breach and rebuild customer trust
“And my guess is the likely outcome is You lose a fair amount of revenue. You lose a fair amount of time. You're going to have to spend a ton of money to bolster your defenses, but if you do the right thing, you'll be able to earn your way back slowly and over …”