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

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

20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

Jun 8, 2026 · 01:06:40

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✨ AI Summary

Roman Chernin argues AI infrastructure is not a bubble, with demand increasing due to lower costs.
Open-source models' impact on OpenAI and Anthropic is explored.
Jevons Paradox: cheaper AI compute leads to significantly increased demand.

Guests on This Episode

RC

Roman Chernin

1 podcast appearance

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