20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners

1 rich Libsyn https://www.libsyn.com 90 600 20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners AGENDA: 00:00 – Google Loses Two AI Legends as Anthropic Wins the Talent War 14:45 – China's $50B DeepSeek Bet Changes the AI Power Balance 27:15 – AI's Memory Crisis Has Begun — Apple Warns of a '100-Year Flood' 30:00 – Wall Street Finally Asks the $725 Billion Question: Who Pays for AI? 41:00 – We Built an AI Finance VP... and It's Better Than Humans 46:30 – The Death of Moats? Why Founders Should Stop Talking About Defensibility 58:30 – Databricks, ServiceNow &amp; the New AI Software Winners 01:07:00 – The Seat-Based SaaS Model Is Dying 01:12:00 – OpenAI's Custom Models Could Rewrite Enterprise Software 01:17:00 – OpenAI's Biggest Threat Isn't Anthropic Anymore &nbsp; The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch http://www.thetwentyminutevc.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41798995/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/203342475