20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

Victor Riparbelli is the CEO and Co-founder of Synthesia, the world's leading AI video communications platform for enterprises. To date, Victor has raised over $250M from Accel, GV, NEA, and more. More than 1,000,000 users and 55,000 businesses, including 60% of the Fortune 100, use it to communicate efficiently and share knowledge at scale using AI avatars.

In Today's Episode with Victor Riperbelli:

1. The Future of Models:

• Are we seeing the commoditisation of models?

• Will scaling laws continue to prove out?

• How far into the application layer will model providers go?

• Will we see a world of few large generalist models or many fragmented smaller models?

• X.ai, Anthropic, or OpenAI? Which would Victor most want to invest in and why?

2. The Future of Content:

• What will the future of content look like? In 5 years time will we have more AI or human made content?

• What will be the future of distribution for content? Why is TikTok the future for content distribution?

• How does Victor think about the future of identity verification? What is the right approach?

• What does everyone think will happen in the future with content that will never happen?

3. Startup Rules That are BS:

• Why does Victor believe it is total BS to say you have to be the first to a market?

• Why does Victor believe the speed of execution religion is BS?

• Why does Victor believe that London and Europe is a great place to start a startup?

• Does Victor believe Americans work harder than Europeans? Why does Victor believe Europeans are more loyal to their companies?