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14min chapter
Semil Shah: Venture Capital Trends in the Age of AI
Generative Now | AI Builders on Creating the Future
Navigating Value and Uncertainty in Tech Investments
The chapter explores the evolving landscape of tech investments, discussing the challenges and opportunities presented by AI trends and valuation uncertainties. It delves into the impact of market dynamics, regulatory uncertainties, and the advantages incumbents hold in the AI industry. The conversation emphasizes the importance of historical analysis in investing and references pioneers like Friedman and Daniel Gross in AI investment strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode