20VC with Harry Stebbings
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
76 min read
## At-a-Glance
- Verdict: Watch fully
- Core thesis: The panel argues that AI’s capital cycle still has room to run, but value will concentrate in frontier-model leaders, their infrastructure enablers, and enterprise sys…
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