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 No Veto Policy in the Venture Business
Samir: "There's very few markets at this large that are winner take all" He says the venture business is really interesting, and once you understand this, it becomes an 'incredible unlock in your decision making process' Samir adds he has a no veto policy.
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