Winners, Losers, and Valuation Risks

Andrew and Justin tackle the biggest question surrounding AI right now: are we in a bubble? The two discuss how the market reacts to AI-centric news, slowdowns in hiring, and why product matters more than just simple models. Plus, a little talk on the rumor of ads finding their way to ChatGPT's free tier, and Thrive Capital's investment in OpenAI.

Chapters

00:00 - Intro

00:45 - Is there an AI bubble?

17:39 - OpenAI's lasting impact

26:45 - Products over models

40:52 - Ads in ChatGPT

47:20 - OpenAI and Thrive Capital

50:03 - Wrap-up

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