Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 скачать в хорошем качестве

Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255

Nabeel Hyatt is a General Partner @ Spark Capital, one of the leading firms of the last decade with portfolio companies including Twitter, Anthropic, Coinbase, Affirm, Discord, Deel and more. ---------------------------------------------- Timestamps: (00:00) Intro (00:50) Adapting Investment Mindset for the Age of AI (04:17) Adaptation of Venture Firms for Rapid Creativity & Innovation (10:00) Heuristics for Evaluating the Explosion of Startups (12:53) Venture's Shift from High Margin to Commoditized Industry (18:07) Effective Coaching & Mentorship Within a Partnership (19:29) Doubting Yourself as an Investor During the COVID Era (22:19) VC Service vs. Founders Who Don’t Need Help (25:23) What Happens When Nabeel Loses Faith in a Founder? (29:40) Sustainability of Value in a Rapidly Changing World (32:46) Why Focus on Product When It’s the Most Transient Element? (36:19) How Many Companies Does Nabeel Meet a Week? (39:48) Regrets Over Turning Down Deals Due to Price (42:37) Secondary Market Activity & The Need for Liquidity (44:23) Three Categories of AI Startups & How to Approach Them (50:53) Does DeepSeek Change OpenAI and Anthropic's Strategy? (54:03) The Future of the Agent Economy and Replacing Labor (57:39) Biggest Loss (01:00:20) Key Challenges Facing Europe Today (01:02:09) How to Approach the Path to Raising for AI Startups (01:05:36) Quick-Fire Round ---------------------------------------------- In Todays Show with Nabeel We Discuss: 1. The Rules of Investing: What have been Nabeel’s biggest lessons on price sensitivity? When did he not pay up and with the benefit of hindsight, wish he had of paid up? How important is ownership to Nabeel and Spark? How does Nabeel think about reserve investing and doubling down? Why does Nabeel not engage in secondary markets? How does Nabeel think about when is the right time to sell? Why does Nabeel think the majority of market sizing is total BS? 2. The Venture Landscape: Run by Principles and Broken: Why does Nabeel believe this generation of AI investing will require a different mindset to the one that made VCs successful over the last decade? Why does Nabeel believe that venture is currently run by principals and associates? Why is that such a problem? Why does Nabeel believe that the majority of venture firms today are dead but do not know it yet? What does Nabeel believe happens to the mega multi-stage firms who have raised billions and billions? 3. How to Win the VC Game in a World of AI: Infrastructure, models, apps: where does Nabeel believe the most value will accrue in the next decade of AI investing? What does Nabeel mean when he says there are three categories of AI apps today? Where does Nabeel believe the most valuable will be built? Does Nabeel believe Deepseek hurt or helped the future for Anthropic? How could Anthropic be a $100BN company from this point? What does no one see about the next 10 years of AI that everyone should see? ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZ... Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow Harry Stebbings on Twitter:   / harrystebbings   Follow Nabeel Hyatt on Twitter:   / nabeel   Follow 20VC on Instagram:   / 20vchq   Follow 20VC on TikTok:   / 20vc_tok   Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/con... ----------------------------------------------- #20vc #harrystebbings #nabeelhyatt #sparkcapital #venturecapital #investing #ai #openai #startups