VCs Need to Invest Early to Compete for Cloud Computing Customers

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Financial investors prioritize company use of their service infrastructure over price sensitivity
VC markets are crowded, leading VCs to invest at earlier stages to lock in future opportunities
Competition between Amazon, Google, and Microsoft will intensify as large amounts of compute capacity are needed
Investors need to go in early to get the best deals and avoid funding challenges later on

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Today's show:

Sunny and Vinny are back to break down what's next after AI layoffs(30:10), discuss RunwayML's massive valuation(52:09), and more!

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Time stamps:

(00:00) Sunny and Vinny join Jason

(1:39) Sunny demos Runway

(9:16) Jason AI interviews AI Steve Jobs

(12:37) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist

(13:44) Jason AI interviews AI Steve Jobs continued