390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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AI and Chat GPT: The Future of Jobs
I think there's some enormous tailwinds happening that are going to create even more opportunity for automation here in this country. There is a lot of volatility as it relates to the geopolitical environment right now. That's forcing a reassessment of supply chains and a move towards onshore manufacturing. And again, I think that's all going to fuel innovation and opportunity. It does feel like now is the right time to be investing in those spaces.
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