20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena

Really, what happened is that Kimmy actually beat all American models, including Fable, in some subset of tasks. I believe that we're going to have at least one, you know, multi-hundred billion, if not trillion dollar American company focused on American first open source. Right now, Anthropic has like disgustingly high growth gross margins in their inference. The idea that we should have a central government body that tells us when it's time to release a new product versus not is crazy to me. This is gonna be so fucking insane what happens with like the cyber attacks. There's at least 75 NeoWAPs. For sure, two thirds of those are gonna be worth nothing. Next round's a bitch. They think about data as a commodity, it's really not.

It's actually less so of a commodity than even GPUs. I believe it's gonna be at least a hundred billion dollars by twenty thirty, if not a trillion. Silicon Valley investors have become total bitches with respect to revenue concentration. TSMC has revenue concentration. This is twenty VC with me, Harry Stubbings. Now, Anjine Midha, he's probably one of the smartest dudes in AI. He's a seed investor in Anthropic, and When I ask him. Who's the smartest AI mine that you know? And he said

Anastasios Angepalulis. I got that wrong, but he's Greek and honestly I'm too old to care at this point, but he's an awesome dude. And I was like, wow, can I have an intro? And he introduced me. And so I had Anastasios on the show. Anastasios is the founder and CEO of Arena, formerly LM Arena. It allows you to vote on the best models. It's an unbelievable model evaluator. And this turned out to be one of the most fun shows I have done literally in recent memory. He did not give A single shit. about upsetting people and was bluntly incredibly articulate, clear, concise, and opinionated on the future of Chinese open source models, whether they should be banned, whether export bans on chips are useful, how we'll see a distribution between frontier and open source models, who really should be the one to evaluate whether a model

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