20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive | The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

This podcast episode explores the evolution of investing mindsets, from a focus on financial rigor to a recognition of the importance of empathy and understanding the intangible factors that drive company success. The discussion includes lessons learned from Thrive's approach to investing, the dangers of relying too heavily on preconceived notions, and the personal growth journey of investors in the tech industry. The episode also examines the current market dynamics and considers the future potential of AI and its impact on the tech industry.

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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Vince Hankes' Journey from Goldman to Thrive Capital

Thrive's Approach to Investing: Empathy and Customer Focus

Embracing Collaboration, Trust, and a Balanced Mindset in the Age of AI Hype

AI: The Next Big Thing or a Hype Cycle?

The Future of Search: Disrupting Google with Chat Interfaces

One Model to Rule Them All: OpenAI's Dominance or a Multi-Model Landscape?

Big Tech's Threat to AI Startups

Where Will New Categories be Created? Incumbents vs Startups, Infrastructure vs Applications

The Challenges and Importance of Regulation in AI

Thrive's Investment Strategy: Balancing Rigor and Intangibles

Understanding the Nuances of Investing: From Financial Analysis to Company Building

The Perils of Pattern Matching: Lessons from Canva's Valuation

Navigating the Complexities of Investing in AI, Market Dynamics, and Personal Growth in the Tech Industry

Achieving Work-Life Harmony: Vince's Prioritization and Future Aspirations

20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00Vince Hankes' Journey from Goldman to Thrive Capital

Vince Hankes' Journey from Goldman to Thrive Capital

04:46Thrive's Approach to Investing: Empathy and Customer Focus

Thrive's Approach to Investing: Empathy and Customer Focus

07:57Embracing Collaboration, Trust, and a Balanced Mindset in the Age of AI Hype

Embracing Collaboration, Trust, and a Balanced Mindset in the Age of AI Hype

11:28AI: The Next Big Thing or a Hype Cycle?

AI: The Next Big Thing or a Hype Cycle?

15:34The Future of Search: Disrupting Google with Chat Interfaces

The Future of Search: Disrupting Google with Chat Interfaces

19:04One Model to Rule Them All: OpenAI's Dominance or a Multi-Model Landscape?

One Model to Rule Them All: OpenAI's Dominance or a Multi-Model Landscape?

23:06Big Tech's Threat to AI Startups

Big Tech's Threat to AI Startups

26:30Where Will New Categories be Created? Incumbents vs Startups, Infrastructure vs Applications

Where Will New Categories be Created? Incumbents vs Startups, Infrastructure vs Applications

30:23The Challenges and Importance of Regulation in AI

The Challenges and Importance of Regulation in AI

32:56Thrive's Investment Strategy: Balancing Rigor and Intangibles

Thrive's Investment Strategy: Balancing Rigor and Intangibles

37:38Understanding the Nuances of Investing: From Financial Analysis to Company Building

Understanding the Nuances of Investing: From Financial Analysis to Company Building

40:41The Perils of Pattern Matching: Lessons from Canva's Valuation

The Perils of Pattern Matching: Lessons from Canva's Valuation

44:09Navigating the Complexities of Investing in AI, Market Dynamics, and Personal Growth in the Tech Industry

Navigating the Complexities of Investing in AI, Market Dynamics, and Personal Growth in the Tech Industry

47:19Achieving Work-Life Harmony: Vince's Prioritization and Future Aspirations

Achieving Work-Life Harmony: Vince's Prioritization and Future Aspirations