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15min chapter
Semil Shah: Apple Intelligence, “The End of Software,” and Where Technology Won’t Go
Generative Now | AI Builders on Creating the Future
Investing in Technology Companies through Interesting Individuals
The chapter delves into the strategy of investing in technology companies by following interesting people without attempting to predict market trends, featuring examples from OpenAI, Menlo, and individuals like Nat Friedman and Daniel Gross. It explores how venture capitalists approach investing in AI at various stages, from fears of missing out to challenges in specific sectors like climate technology, and discusses the unpredictability of AI investments. The conversation also highlights the unconventional bets made by certain venture capitalists and the value of identifying promising opportunities through experience and intuition.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode