20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

2025-01-22 · 66 min · 15 entities

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Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

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20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
→ hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings
→ works at Hebbia company

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CEO of Hebbia
→ works at Hebbia company

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CEO of Hebbia
→ discusses Business concept

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→ discusses Investing concept

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Feed category: Investing
→ discusses News concept

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Feed category: News
→ discusses Tech News concept

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Feed category: Tech News

Entities found in this episode

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mentioned Business concept

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Feed category: Business
mentioned Investing concept

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Feed category: Investing
mentioned Tech News concept

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mentioned Foundation Models with Mati Staniszewski concept

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The Future of Foundation Models
discusses Business concept

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Feed category: Business
discusses Investing concept

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Feed category: Investing
discusses News concept

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Feed category: News
discusses Tech News concept

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Feed category: Tech News

persons 3

mentioned George Sivulka person

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20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
mentioned Harry Stebbings person

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Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

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Feed author/publisher: Harry Stebbings

companys 3

mentioned Hebbia company

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CEO of Hebbia
works at Hebbia company

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CEO of Hebbia
works at Hebbia company

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CEO of Hebbia

podcasts 1

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

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evidence rules-v4
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

Episode description as stored

George Sivulka is the founder and CEO of Hebbia, is one of the fastest-growing gen AI companies and they recently raised a $130M series B. Investors include the company include hailed names such as a16z, Peter Thiel, Index, GV and others. In Today's Episode with George Sivulka We Discuss: 04:47 Three Traits The Best Founders All Share? 08:11 How Cold Calling NASA Changed My Life 12:01 From Stealing Food From Stanford to Pitching Peter Thiel 17:22 Lessons working with Peter Thiel 26:39 The Future of AI and Business Applications 33:03 The Future of Employment with AI 33:45 Debunking the Myths of AI Job Displacement 35:09 The Future of Models: Many specialised or few generalised? 35:56 Scaling at Inference: A New Frontier 38:10 The Impact of Scaling Laws on Foundation Models 40:40 The Future of AI and Enterprise Value 43:43 The Geopolitical Influence on AI 45:03 The Commoditization of AI Models 47:47 Why Foundation Models Will Not Follow the Same Path of Cloud 52:53 Why All Companies, Both AI and Non-AI Are Undervalued