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