▶ 76:59 · $DEEPSEEK · DeepSeek raising at $74B valuation: Chinese AI model distillation of US models raises competitive concerns

episode briefing

20VC

Canva Slashes Growth | Demis Hassabis & Jeff Dean: Talent Exodus at Google | Musk's $55B Terrafab

2026-08-13 · 29 company · 22 thematic

sentiment

15 bull8 bear6 neu

speakers

rory o'driscoll

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

jason lemkin

Founder of SaaStr, a community and media platform for B2B software founders and executives. He is an early-stage investor and a frequent commentator on SaaS growth and go-to-market strategy.

harry stebbings

Founder of 20VC (The Twenty Minute VC), one of the most popular venture-capital podcasts, and its associated fund.

quote

“Deepseek raising an 8 billion at reported 74 billion. Um, Bite Dance Band's distillation of US models. Um, which I thought was interesting.”

—harry stebbings

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