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Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital | S07 E32

The Acquirers Podcast

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Talent Signals, Portfolios, and AI CapEx Risks

Discussion of PhDs/MBAs as human-capital signals, why MAG7 once fitted an intangible value lens, the tradeoff of investing vs. sweating intangibles, and scenarios/risks from large AI CapEx buildouts.

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