PERSON DIRECTORY
Carl Rivera
Carl Rivera appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI?
AI demand is no longer hypothetical: OpenAI targets $20B ARR this year, Anthropic projects $70B by 2028, and companies are raising 2025 estimates mid-year.The next product shift is from copilots to teammates, with Replit Agent V3.1 shipping in 15 minutes and Gamma reaching $100M revenue with 50 people, but five clones in 30 days suggest scale—not novelty—will decide defensibility.