Topic

Compute Scarcity

Artwork for 20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
20VC

20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

Nikesh Arora and the hosts use Airtable’s sale, the Leo Aschenbrenner blow-up, and big AI/security news to argue that software is being re-priced by AI-native rebuilds, not just AI add-ons. The deepest thread is cybersecurity: as models get better at finding vulnerabilities and agents gain real permissions, enterprise buyers will pay for control, context, and compute.

Artwork for Alex Imas and Phil Trammell – What remains scarce after AGI?
Dwarkesh PodcastAlex Imas, Phil Trammell

Alex Imas and Phil Trammell – What remains scarce after AGI?

Alex Imas and Phil Trammell examine what becomes scarce after AGI, arguing that human-in-the-loop services, relational goods, and capital may matter more than labor. They also debate whether AGI gains will be concentrated or broadly indexable, and how automation, demand elasticity, and policy shape distribution.