This week, 20VC examined the infrastructure reshaping AI's competitive landscape, moving beyond model development to the foundational resources that will determine real winners in the space. From electricity and energy sovereignty to the emerging divide between open and frontier models, the episodes reveal a critical tension: while some argue AI capex is overblown, others suggest we're only beginning to understand the true cost of scaling intelligence. The week underscored that the next phase of AI competition won't be won in research labs alone, but in solving the unglamorous problems of power, deployment, and practical enterprise integration.
Episodes This Week
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Other Weeks
This Week in 20VC (20 Minute VC) (Jun 22 - Jun 28, 2026)
3 episodes · Jun 22 – Jun 28
This Week in 20VC (20 Minute VC) (Jun 15 - Jun 21, 2026)
3 episodes · Jun 15 – Jun 21
This Week in 20VC (20 Minute VC) (Jun 8 - Jun 14, 2026)
3 episodes · Jun 8 – Jun 14
This Week in 20VC (20 Minute VC) (Jun 1 - Jun 7, 2026)
3 episodes · Jun 1 – Jun 7
This Week in 20VC (20 Minute VC) (May 25 - May 31, 2026)
3 episodes · May 25 – May 31
This Week in 20VC (20 Minute VC) (May 18 - May 24, 2026)
3 episodes · May 18 – May 24
This Week in 20VC (20 Minute VC) (May 11 - May 17, 2026)
3 episodes · May 11 – May 17
This Week in 20VC (20 Minute VC) (May 4 - May 10, 2026)
3 episodes · May 4 – May 10
This Week in 20VC (20 Minute VC) (Apr 27 - May 3, 2026)
3 episodes · Apr 27 – May 3
This Week in 20VC (20 Minute VC) (Apr 20 - Apr 26, 2026)
3 episodes · Apr 20 – Apr 26
This Week in 20VC (20 Minute VC) (Apr 13 - Apr 19, 2026)
3 episodes · Apr 13 – Apr 19