20VC: Cohere Founder on How Cohere Compete with OpenAI and Anthropic $BNs | Why Counties Should Fund Their Own Models & the Need for Model Sovereignty | How Sam Altman Has Done a Disservice to AI with Nick Frosst
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · The Twenty Minute VC
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Show Notes
Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the enterprise-focused LLM. Cohere has raised over $900 million, most recently a $500 million round, bringing its valuation to $6.8 billion. Under his leadership, Cohere hit $100M in ARR. Prior to founding Cohere, Nick was a researcher at Google Brain and a protégé of Geoffrey Hinton.
AGENDA:
00:00 – Biggest lessons from Geoff Hinton at Google Brain?
02:10 – Did Google completely sleep at the wheel and miss ChatGPT?
05:45 – Is data or compute the real bottleneck in AI's future?
07:20 – Does GPT5 Prove That Scaling Laws are BS?
13:30 – Are AI benchmarks just total BS?
17:00 – Would Cohere spend $5M on a single AI researcher?
19:40 – What is nonsense in AI that everyone is talking about?
25:30 – What is no one talking about in AI that everyone should be talking about?
33:00 – How do Cohere compete with OpenAI and Anthropic's billions?
44:30 – Why does being American actually hurt tech companies today?
45:10 – Should countries fund their own models? Is model sovereignty the future?
52:00 – Why has Sam Altman actually done a disservice to AI?