Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman

Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman

July 20, 2026 · 52 min

About this episode

Nick Grossman discusses his 'Rebel Alliance' thesis for AI and the implications for the industry and society.

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter. ===================== BitcoinIRA : Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards. ===================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at (…

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Host: Anthony Pompliano

Guest: Nick Grossman

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Organizations: Union Square Ventures

Products: BitcoinIRA, BloFin, Simple Mining

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