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20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski

Jul 25, 2026 · 1h 0m

Summary

Harry Stebbings interviews Oswald Nitzke, CPO of Mercor, on AI data strategy. They discuss whether open-source models cannibalize frontier demand, the shift toward specialized enterprise models, and ROI skepticism. Nitzke also covers evolving product management roles, hiring for judgment over tool usage, and the operational complexity of scaling human data services.

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