The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

00:00

Incumbents vs startups in AI

Navin assesses incumbents' infra advantages and startups' opportunities higher in the stack like models and apps.

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