
410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Investing in AI and ML Infrastructure
They discuss investing in AI and ML infrastructure plays and developer tools, expressing cautious optimism for the future of AI.
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