489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India’s Digital Currency & Identity Economy (Hemant Mohapatra)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Navigating Technology Super Cycles
This chapter explores the dynamics of technology super cycles, particularly focusing on the extractive phase and its impact on industry value creation. Through historical comparisons, like the oil and semiconductor industries, it illustrates how leading firms, specifically in AI, benefit from early investment and strategic positioning. The discussion highlights the importance of solid teams and visionary leadership in shaping application layer businesses and the successful integration of AI into specialized workflows.
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