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 & 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