AI Market Structure | Pauline Yang, Partner at Altimeter Capital
Infinite Curiosity Pod with Prateek Joshi
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Is There a Difference Between a Venture Fund and a Hedge Fund?
I feel like the firms or the people who have high processing power, I think are going to win because at this point, there's no shortage of companies. And so for us, we really think about what is the best way to play this market and who is the best positioned to win in those markets? Taking into account that if you're investing in a Microsoft, which we're very excited about as a way to play AI, but their valuation and their absolute market cap, is a lot higher. Getting a 10x from here, we believe that will happen, but it'll take a longer period of time because the penetration of AI in that scenario is a lot smaller.
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