Cohere Founder, Nick Frosst: How To Compete with OpenAI and Anthropic & How Sam Altman Has Done a Disservice to AI

20VC

Sep 1, 2025

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Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the enterprise-focused LLM. Cohere has raised over $900 million, most recently a $500 million round, bringing its valuation to $6.8 billion. Under his leadership, Cohere hit $100M in ARR. Prior to founding Cohere, Nick was a researcher at Google Brain and a protégé of Geoffrey Hinton.

AGENDA:

• Biggest lessons from Geoff Hinton at Google Brain?

• Did Google completely sleep at the wheel and miss ChatGPT?

• Is data or compute the real bottleneck in AI’s future?

• Does GPT5 Prove That Scaling Laws are BS?

• Are AI benchmarks just total BS?

• Would Cohere spend $5M on a single AI researcher?

• What is nonsense in AI that everyone is talking about?

• What is no one talking about in AI that everyone should be talking about?

• How do Cohere compete with OpenAI and Anthropic’s billions?

• Why does being American actually hurt tech companies today?

• Should countries fund their own models? Is model sovereignty the future?

• Why has Sam Altman actually done a disservice to AI?

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