
20VC: Why Model Providers Will Kill Many Startups Moving into the Application Layer | Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic | Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Navigating the AI Investment Landscape: Opportunities and Risks
This chapter examines the current wave of investments in AI and data centers, comparing it to historical investment bubbles. It discusses the potential for innovation versus wasted capital and emphasizes the importance of finding sectors susceptible to disruption.
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