Workflow
“If You Haven’t Grown Because of AI, You’ve FAILED”
20VC with Harry Stebbings·2025-07-03 14:00

My rule is if you haven't grown because of AI, you've failed. The amount of money we're investing in AI right now at 300 to400 billion dollars a year in capex, will you get the near ROI. Will it be an economically rational decision when you look back 2 3 years from now.I don't know. I think venture is just going to rip. You're getting a lot of money back as an LP, right.Just massive amounts of cash coming back. I mean, if Oracle can get AI native by June 30th and your portfolio of startup can't, I mean, I'l ...