466. Investing in xAI, Wiz, and Flexport; Masayoshi Son’s Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
AI Disruption and Emerging Opportunities
This chapter explores industries ripe for AI disruption, focusing on sectors like legal, healthcare, and fintech that feature high labor costs and manual tasks. It discusses the implications of dark data, evaluates AI business models, and anticipates widespread AI adoption by 2030, along with a book recommendation on semiconductors' impact on AI and geopolitics.
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