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12min chapter
422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investing in AI: Timing and Value Creation
This chapter discusses the strategic importance of timing in investing within the dynamic AI landscape, drawing comparisons to past market shifts like the rise of Google. It explores how value can be generated from both foundational models and application ecosystems, while highlighting the impact of incumbents, commoditization, and the need for defensibility in a competitive marketplace.
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