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 Future of Clean Tech
I think for most educated people, the debate on climate change is more clear now than maybe it was a decade ago. The IRA bill that passed is another big sign of that. If you're going to get to a real renewable world and electrification in the automobile industry, you need massive amounts of copper and lithium.
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