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

20Product: Is an AI Winter Approaching | The Future of AI Software Development: What is Real & What is BS | OpenAI: WTF is Going on & How Far Into Application Layer Do They Go | The Future Role of Software Engineers with Guy Podjarny

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

The Twenty Minute VC

Finance, Venturecapital, Tech News, News, Siliconvalley, Technology, Investing, Startups, Business

4.4637 Ratings

🗓️ 29 November 2024

⏱️ 46 minutes

🧾️ Download transcript

Summary

Guy Podjarny founded Tessl, Snyk and Blaze. Tessl is reimagining software development for the AI era and shaping AI Native Development. Snyk created and leads the Developer Security category, and is now a multi-billion dollar company with over 1,000 employees. Guy was previously CTO at Akamai (following its acquisition of Blaze), is an active angel investor, and co-hosts of the AI Native Dev podcast.

In Today’s Episode with Guy Podjarny We Discuss: 

03:02 Discussion on NVIDIA's Market Position

04:14 Will We See a Trough of Disillusionment in AI

07:36 The Future of AI Development and Specialized Models

10:17 Challenges and Opportunities in AI Dev Tools

17:41 Concerns About Closed vs. Open Development Platforms

21:27 Speculations on AI's Role in Application Layers

24:40 Google's Competitive Edge

25:28 IPO and M&A in the Trump Era

26:45 The Future Role of Software Developers

32:20 Security Challenges in AI Development

33:41 Spicy Questions and Charity Donations

36:05 Quickfire Round: Insights and Advice

 

 

 

Transcript

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0:00.0

I think that's bullshit. Like, I don't think that's true for a variety of reasons. You know,

0:04.4

first, SaaS businesses are far more than just the software that they create. In fact, if you're,

0:08.3

if you have a SaaS business and your only differentiation is I've written all this code and

0:11.7

nobody else can do, then you're probably, your days are numbered. The expectation of when would

0:16.2

the GPT5 scale models arrive. I now think that those are further away. You've sort of seen Sam Altman

0:23.5

and others change their tune to talk about reasoning and things like that as the progress. And my sense

0:28.8

is there are actually some architectural problems. So it's possible there's a year or two in which

0:32.8

these things are stuck. This is 20 product with me, Harry Stebbings. Now, today we are joined by one of

0:37.1

the best product

0:37.8

leaders. He founded and scaled sneak to being a $7.4 billion company. Now he's back with his new

0:44.6

company, Tesla, which he's already raised $125 million for at a $750 million valuation from the

0:52.2

likes of GV, index and bold start.

0:55.1

But before we dive into the show today, how do you get your users to do what you want

0:59.0

them to do?

0:59.7

Well, that's where Pendo comes in.

1:01.4

Pendo is the only all-in-one product experience platform for any type of application.

1:06.3

Honestly, Pendo's differentiation is in its platform.

1:09.8

Every capability from analytics to in-app, guidance to session replay, mobile feedback management, and roadmapping are all-purpose built to work together. But don't take my word for it. 10,000 companies use Pendo, and Pendo also does mine the product, the world's largest community of product management professionals.

1:28.0

So check out their amazing free product today on pendo.io, forward slash 20 product. That's pendo.io

1:34.7

forward slash two zero product hyphen podcast. And talking about AI, Glean is the leading work

1:41.1

AI platform that transforms how teams operate. So this is how it does it.

1:45.0

AI has the potential to help everyone at work with nearly everything they do, but only if it

...

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