The Future of AI

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The super cycle we're entering today will be bigger and more dramatic than any of our lifetime. We are at the most fascinating time since all of this started, and it doesn't mean you have to be betting on everything today. All the value gets created in the few years around the major platform disruption. Prepare now so that when you see the emergencies they're going to be a trillion dollar businesses - Vidya's at the tip of the spear.

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Today’s show:

First up, Jason does a full breakdown of what’s going on at Reddit, and why this is happening now (1:21). Then, Brad Gerstner joins to break down the state of the markets in 2023 (18:28), his “Time to Get Fit” letter to Meta (30:06), and more!

Brad’s fireside chat was recorded live at LAUNCH Angel Summit in Napa.

Follow Brad: https://twitter.com/altcap

Time stamps:

(0:00) Jason tees up today’s segments!

(1:21) Breaking down the Reddit situation: Why 2000’s-era web companies relied on third-party apps built on their API

(3:10) Origin and current state of the Reddit revolt, CEO Steve Huffman’s AMA and comments

(10:27) Jason’s hot takes on how to solve the third-party app API pricing issue, Reddit’s IPO price, and more

(17:00) LinkedIn Jobs - Post your first job for free at https://linkedin.com/twist

(18:28) Brad Gerstner joins live from Angel Summit! Importance on non-consensus conviction, first-party research, how Brad first invested in Facebook

(29:00) Vanta - Get $1000 off your SOC 2 at https://vanta.com/twist

(30:06) Brad breaks down the greatness in Zuckerberg and Meta’s reaction to his “Time to Get Fit” letter

(34:08) Current state of the markets

(38:05) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist

(39:48) Predicting what the AI innovation cycle will look like when compared to past cycles: pc, internet, mobile, cloud; why now is the most important time for AI investing

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Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt

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