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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Harry Stebbings 1h 29m 6 days ago
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.
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Eno Reyes is the co-founder and CTO of Factory, the agent-native software development platform building autonomous "Droids" for enterprise engineering teams. Factory has raised $220 million, most recently a $150 million Series C at a $1.5 billion valuation, from investors including Khosla Ventures, Sequoia Capital, 20VC, NEA, Blackstone, Insight Partners and Nvidia. Before founding Factory, Eno worked as a machine-learning engineer at Hugging Face, training, optimizing and deploying large language models for enterprise customers.
AGENDA:
Are We Underestimating AI by an Order of Magnitude? 
Why Can the Smartest AI Model Be the Cheapest? 
Is Anthropic's Coding Business Really Worth $2 Trillion? 
Will Continuous-Learning Models Help or Hurt Factory? 
Will 80–90% of Neo-Labs Die in the Next 18 Months? 
Should American Enterprises Work With Open-Source Chinese Models? 
Must AI Founders Radically Rethink What a Great Outcome Looks Like? 
Do Pedigree and Credentials Still Matter in AI Hiring? 
Which Is the Biggest Threat: Claude Code, Codex, Cognition or Cursor? 
What Seems Crazy Today but Will Be Obvious in Five Years?
 

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