Scuttlebutt

Scuttlebutt

Home
Notes
Chat
Archive
About

20VC

Energy is about 10% of what AI compute costs, so it is not the bottleneck — Mistral CEO
12 insights: why Chinese open-weight models can't be verified, why Mistral builds compute before customers ask, and why he says Mistral can go public in…
 • Scuttlebutt
WashU CIO on SpaceX: "At one point, north of 20% of the portfolio is in SpaceX"
13 takeaways: why WashU dumped all 36 hedge funds, why it would hold 70–80% in privates without a payout, and why half of today's AI companies may not…
 • Scuttlebutt
3–8% dilution per later round for the fastest growers, not 12–20%, BoxGroup partner finds
9 arguments: why David Tisch puts concentrated seed funds' real win rate near 20%, why he calls the lean startup "a total fake," and the Series A that…
 • Scuttlebutt
Satya Nadella: treat every AI model like it's already compromised
6 takeaways: why he no longer believes alignment will "just fall out" of scaling, Microsoft's licensed-weights bet, and the paradox that now protects…
 • Scuttlebutt
LangChain CEO: the domain experts who write the evals will win the AI agent market
11 arguments: why LangChain keeps deleting its own product, a $40K runaway agent bill, why model routing is no commodity, and why founders should take a…
 • Scuttlebutt
Ramp SVP of Sales: pay SDRs 2x the market, but expect 4 to 6 times the meetings
13 lessons: why Ramp hires investment bankers as sellers, skips comp plans for its first reps and treats outbound sales as an engineering job
 • Scuttlebutt
Nvidia's 3-year-old Hopper GPUs now rent for more than they did new — Crusoe CEO
15 insights: why a 140MW AI building uses the water of about 10 homes, why half of planned data centers may never get built, and why he thinks most…
 • Scuttlebutt
Higgsfield went from $1M to $1B in annualized revenue in 18 months, says its CEO
16 numbers: a customer who went from $99 a month to a $6M deal, $4M a month spent on AI models inside the company, and why he thinks $20 AI…
 • Scuttlebutt
AI agents see no ads, so the web's ad-funded model has to be replaced, says Parallel CEO
20 predictions: why web search prices must fall by an order of magnitude, what Amazon risks by blocking agents, and how 5–20% of AI inference spending…
 • Scuttlebutt
20VC's trio on Meta's Muse: "a hundred billion dollars in market cap this week"
12 calls: Why the panel backs Factory but passes on Crusoe and Legora, what OpenAI's $700B capex bill means, and why agents could cut into Amazon and…
 • Scuttlebutt
90% of enterprise AI work will run on cost-efficient models, says UiPath's CEO
21 insights: Why he says memory is not learning, what the map of work is and why he thinks a $90B legal opportunity converts into about $10B of tokens
 • Scuttlebutt
"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
 • Scuttlebutt
© 2026 The Golden Age LLC · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for writing, podcasting, and media founders.