20VC: The AI Boom Will Create Enormous Roadkill; OpenAI and Anthropic Will Be Disrupted
20VC · rss · 2026-08-08
Renowned seed investor David Frankel shares deep insights into the current AI wave and venture capital landscape on the 20VC podcast.
- AI Bubble & Roadkill: The AI boom will create enormous roadkill, and the worst-performing funds will be the $50M–$100M seed funds.
- VC Perspectives: Argues that "Pro Rata is the original sin" and a $1BN valuation is the new Series A standard.
- Giants & Disruption: Criticizes Microsoft for doing a crappy job in AI, predicts an inevitable Dot-Com-like crash, and claims OpenAI and Anthropic will be disrupted—potentially by China.
- The Future: Believes our children won't need to drive, and chemotherapy will look prehistoric.
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