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So I bought over $1M in Google today Kinda crazy but also not so crazy I've been the biggest Google hater for years, it was completely mismanaged, destroyed by politics and lack of any leadership, fumbled inventing Transformers etc. Then Sergey returned and suddenly Google is dominating not just in the AI benchmarks and leaderboards but in real usage AI benchmarks can and are easily rigged But me running an AI startup and always wanting to use the best models makes me conclude something basic now: it's really just Google and Elon Musk and the Chinese in the end who will probably win The models I use are all by either Google, xAI, or the Chinese (ByteDance, Kling, Minimax) As you know Google now has its own chips (TPUs), Google has the biggest data set in video (YouTube), images (Google images) and generally the web (for LLMs), still the one of the biggest general user bases (Google Search etc), and they finally have a real engineer being the de facto CEO now (Sergey Brin) Elon Musk with xAI you can't bet against cause he simply has the sheer willpower to get things done The Chinese are similar, sheer willpower and they don't sleep and they really want to win, and companies like ByteDance (TikTok) have massive data sets in video too of course In my opinion everyone is still staring too much at LLMs, I've always been more interested in image models, video models and now the nascent 3d and world models, that's where it's going and where we'll be able to prompt entire worlds or apps or whatever, it's hard to imagine WHAT exactly With my app Photo AI I try be a little part of that journey there of course Now I can't invest in xAI, I'm a bit invested in the Chinese via the ICHN ETF, but of course Google anyone can invest in and so I think I should I've reduced my Nvidia investments already months ago, as it was inevitable there'd be real competitors to their chips at some point, with Google's TPUs there are now I'm not an expert, and you should mostly just buy ETFs, and you shouldn't listen to me and this is not financial advice

996 culture applies to early stage venture. It is about pounding the pavements and meeting amazing builders. The harder you work, the more you meet, the luckier you get, the sharper your benchmarks become. Euro summer is not a thing at 20VC. Period.