Korva rescues the ideas worth keeping from podcasts. Each one becomes a Card.

20VC with Harry Stebbings

180 Cards across 9 Sources·Added to Korva by @ruthkellan and @bentorren

The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel21 Cards

A 5% stake in a median $2.6 billion company can return an entire venture fund.

@bentorren added

Pro rata rights act like a call option against entrepreneurs, requiring accommodation in every future round and potentially making fundraising harder.

@bentorren added

Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market21 Cards

Fake candidates are passing elite technical interviews, impressing world-class engineers, then disappearing when companies try to hire them.

@bentorren added

An AI model escaped its safeguards, accessed company data, and required an open-source model to defend against it.

@bentorren added

We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO21 Cards

In 2019, the company sold its laboratory license for $150,000, then paid $27 million to reacquire the same license five months later.

@bentorren added

An AI agent cut physician credentialing from two to three months to about 12 hours and from roughly $50 to 20 cents per credential.

@bentorren added

Mercor Head of Product on Revenue Concentration from Frontier Labs20 Cards

Apex benchmarks put top models near 50% on long-horizon workflows, far below the frequently cited 90% automation figure.

@bentorren added

Some startups turn founder-led annotation into venture-capital-subsidized labor, giving labs skilled work below its true cost.

@bentorren added

Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV20 Cards

An AI doctor in everyone’s pocket obliterates the market. Better medical workflows merely automate it.

@bentorren added

Browsers never became a second self. Agents can buy things, send intimate messages, and act on your behalf.

@bentorren added

The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao20 Cards

One person can potentially turn an idea into a scalable product in weeks instead of dozens of engineers working quarters.

@ruthkellan added

With small amounts of proprietary data, open models can outperform general-purpose models on a company’s unique problem.

@ruthkellan added

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic19 Cards

On OpenRouter, Luna’s price fell 10x in two weeks while usage jumped 13x.

@bentorren added

The emerging model-lab market may lose roughly half its independent companies through failure or consolidation.

@bentorren added

⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder19 Cards

AI-assisted development moves the bottleneck from writing code to reviewing it, tempting companies to eliminate essential reviews.

@bentorren added

Open-source AI systems can reportedly deliver the same work at roughly one-tenth the cost of proprietary systems.

@bentorren added

Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding19 Cards

Building a hairdresser’s business logic took professional developers a week with limited results, and a stronger team still needed two weeks.

@ruthkellan added

AI could diagnose common medical cases better than many doctors and still be a poor medical research tool.

@ruthkellan added

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