20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

Rory O'Driscoll (0:00)

There's going to be no financial math you can use to buy the stock. When someone goes risk on, everyone goes risk on. I would imagine as we speak, there are 20 engineers locked in a room in somewhere in Palo Alto, I mean, literally with guards on the door saying, nobody eats and nobody leaves until you ship Instinclone.

Jason Lemkin (0:18)

12 billion for a bootstrap company? Now it's just a, that's a series C round.

Rory O'Driscoll (0:22)

There was a free 10X in the public market in three years, they were on Robinhood. In this market, the people who are making the money are the people who are just running fastest and evolving quickest.

Harry Stebbings (0:32)

This is 20VC and the only show that you need to listen to every single week. Rory O'Driscoll, Jason Lemkin discussing the biggest news in tech. This week, well, AGI has arrived according to Jensen Huang. Next, we have OpenAI releasing GPT Astra. Then we have Index conflicted from investing in town because of their involvement in Instinct. And what on earth is going on with the AI Assistant Race, Meta also releasing their product. And then finally, Wonderful doubles to a $5 billion valuation in just 6 months and takes out a whopping $170 million in secondaries. This and so much more in this discussion today. But before we dive into the show today, you have the idea, but with most AI tools, you hit a wall. The setup, the config, the gap between what you pictured and what you actually ship. Well, Base 44 is where that wall disappears. You describe it? Yeah, Base 44 builds it. Apps, websites, AI agents, real working products. Built in minutes, using nothing but plain language. And it's all batteries included. The backend, the database, the authentication, the hosting. The heavy lifting is handled, so you just really stay in the flow. This doesn't just take the busy work off your plate, but it gives you an advantage and pushes you past what you thought you could build alone. So in this market, fast is the baseline. To win, you just have to be first. Base 44 is that edge. The move that skips the troubleshooting and gets you straight to the breakthrough. Build your next thing at base44.com. That's base44.com.

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Rory O'Driscoll (4:14)

You have now arrived at your destination.

Harry Stebbings (4:17)

Have you guys tried Instinct yet?

Jason Lemkin (4:18)

No, I can't sign up, right? I hate to sound like I'm behind the times, but when it's ever it's a closed beta, I just don't bother. I'm not a fan of GrokBot or Instinct. Someone, there will be many winners. There is a genre of applications and a lot of actually AI GTM applications are included and Instinct and GrokBot is the interesting one because SpaceX is public. One of the reasons they work is because they can break the rules. You know, in the old days of Venture, that was troubling.