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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
How to Invest in a Rapidly Changing Market
If you're creating something that's totally a different user experience that no incumbent has today I've been on startup 10 times out of 10 in that case the reason the show is successful because I just get to interview smarter people and me. The other question is value accrual at the infrastructure layer versus the application layer how do you think about value accruing there? You can't make every investment without knowing what's going to happen so some things there is an obvious evolution that makes your business less interesting than it was six months ago.
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