392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Risks of Investing in OpenAI
Mayor: It was the largest first check initial foray into a company that we've ever made. We were long believers in AI and what it could be, but couldn't have dreamed of its rapid adoption. Cozle also thought it was important for this not to be developed just by large companies or by potentially hostile nations.
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