In this episode of 20VC, Harry Stebbings, Jason Lemkin, and Rory O'Driscoll dissect recent events in venture capital and tech. They analyze Insight Partners' deals, including a significant loss with Builder.ai and a successful Hinge IPO, discussing the implications of large fund sizes and the changing dynamics of venture returns. The conversation covers the importance of speed to $100 million ARR, the talent war in AI, and the challenges faced by unicorns in achieving successful exits. They also delve into Jony Ive's part-time role at OpenAI and debate the potential of OpenAI's hardware ventures. The discussion extends to the impact of tax policies on VCs, the future of AGI, and the state of European tech ecosystems compared to Silicon Valley, providing a comprehensive overview of the current landscape and future trends in the venture capital world.
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