{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena","description":"Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI model race. Arena has raised $250 million, with the latest round valuing the company at $1.7BN. Arena recently surpassed $100M ARR just eight months after launching its enterprise offering, powered by more than 30 million monthly users. AGENDA: 00:00 \u2013 Intro: "Kimi beat every American model": What Nobody Wants to Admit\u2026 05:20 \u2013 Is this the true commoditization of models? Are they just a utility layer now? 07:30 \u2013 Do Chinese open source models cannibalize the closed frontier labs? 10:30 \u2013 Why has America's open source community lagged so badly behind China? 17:20 \u2013 Will Chinese models be banned in the US \u2014 and does hosting locally really kill the backdoor risk? 23:20 \u2013 Are enterprises really terrified of working with the frontier labs? 27:20 \u2013 Why hasn't inference got cheaper \u2014 and what happens when Anthropic's "disgustingly high" margins go public? 30:20 \u2013 Who should decide if a model is safe to release: the government, a neutral body, or nobody? 33:10 \u2013 Are we about to see cyberattacks like we've never seen before? (The fake candidate who passed every interview) 37:00 \u2013 75 Neo labs: what separates the winners from the two-thirds worth nothing? 40:45 \u2013 Is data actually a commodity \u2014 and can data providers be $100BN companies? 48:00 \u2013 Can you be the referee when the players are paying you? (And Arena's real revenue) 50:45 \u2013 Will the model providers eat the application layer? Are Harvey, Lagora and Figma in trouble? 54:10 \u2013 Quickfire: Why hasn't NVIDIA bounced on the rise of open source, who hits $10 trillion first, and does the compute debt cycle end in insolvency?     ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"