AI Market Structure | Pauline Yang, Partner at Altimeter Capital
Infinite Curiosity Pod with Prateek Joshi
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AI Market - Is There Parallels to Silicon?
Some people have compared the AI market to kind of similar to how the Silicon market shaped up meaning starting all the way from ASML to TSMC to Nvidia to mass market devices. So do you see parallels to how the semiconductor industry shaped up where even to get started, you need enormous amounts of capital and also those companies will be the giant, giant winners? And then as you go down, there'll be more competition. It's more fragmented and the amount of value accrued keeps diminishing as you going down this path.
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