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 Importance of Technical Risk in Enterprise Software
Many enterprise software companies are going to have reduced growth, but maybe even down in earnings and revenue. To make a product so good that isn't already out there, you're going to have to do what I like to call take the fiction out of science fiction. By doing that, you take all of the market risk off. Now you've got elevated technical risk.
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