437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Investing in the Modern Data Stack and Challenging Companies
Exploration of a firm's investment philosophy focused on the modern data stack, with a strategy of concentrated core investments. The chapter delves into the criteria for doubling down on companies in the early stages and discusses the challenges and successes of investing in a hardware company specializing in robotics and computer vision technology for manufacturing fiber optic cables.
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