TBPN cover image

Shaun Maguire, Harry Stebbings, Blake Anderson, Sean Frank, Adam Ryan, Connor MacDonald, Perplexity $18B Valuation, Tornado Cash

TBPN

00:00

The AI Investment Debate

This chapter explores SoftBank's investment in a tech company and the returns that followed, while engaging in a dialogue about value generation in the AI industry. It highlights the contrasting dynamics between model and application layers, emphasizing the challenges of scaling new consumer apps and the significance of established distribution networks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app