466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Navigating Early-Stage Investments
This chapter chronicles the speaker's evolution from a Silicon Valley upbringing to launching Mangusta Capital, emphasizing their early-stage focus on AI applications. It contrasts the strategies of larger firms with those of smaller venture capitalists and discusses the implications of investment decisions during peak funding periods. The speaker highlights the importance of long-term potential over immediate valuations, using illustrative examples of successful companies.
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