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The Twenty Minute VC

Harry Stebbings

Summary

The Twenty Minute VC is hosted by Harry Stebbings covering Geopolitics, AI Talent War, Google DeepMind, and Anthropic. Notable guests include Andrew Feldman (Founder and CEO, Cerebras). Episodes span from May 2026 to Jun 2026.

2episodes
87total claims
12topics covered
2 episodes
Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic
Jun 25, 2026

Top-tier AI researchers are leaving incumbents like Google for more agile competitors like Anthropic, citing bureaucratic friction and a desire for greater research freedom. China is pursuing AI so...

AI Talent WarGoogle DeepMindAnthropicChina AI Strategy+11 more
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China
May 26, 2026

The AI market is defined by a structural deficit, with infrastructure demand fundamentally outpacing supply, creating a multi-billion dollar backlog which is the opposite of a speculative bubble. C...

AI InfrastructureSemiconductorsCerebrasNVIDIA+11 more

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