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PERSON DIRECTORY

James Gibson

James Gibson appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

1 EPISODE1 SHOW
1 episode
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20VCEN · 54 min

The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI

Harry StebbingsJames Gibson

AI capex is running at roughly $600 billion annually against $30 billion–$40 billion of current revenue, while Nvidia reportedly gets 83% from roughly six customers.OpenAI’s financing buys another year or two to test heroic scaling assumptions, while Navan’s $613 million revenue, 32% growth, 110% NDR filing makes IPO timing a competitive catalyst.