392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Role of Reserves in Deep Tech and Open AI
Deep Tech has some different follow on financing dynamics than other categories. The risk will really be can you build it and what's the cost structure and can you scale it, right? We learned just like in.com 1.0 where a lot of companies failed miserably but people thought that was done or the internet was done. It was a fad. And one of the things is that we're entering industries where the incumbents are welcoming these renewable technologies.
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