20VC Interview w/ Harry Stebbings

Thanks to Harry Stebbings for a great discussion & deep dive on AI's $600B question. Includes latest updates from the last few weeks:

👉 The revenue hole that needs to get filled
👉 The AI arms race and cloud oligopoly
👉 Why overbuilding is good for startups
👉 Steel, servers & power: The must-wins of the future
👉 The need for a cash machine to fund AI

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