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17min chapter
20VC: GV's Tom Hulme on Why Investing in Foundation Models is like Investing in "Power Stations", The Conventional Wisdom in VC that is BS & Lessons from a 24x Angel Track Record, 255x on Robinhood and Making Billions on Uber
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Future of Investing in Foundation Models
The chapter explores the challenges and opportunities of investing in generative AI companies, discussing the risks of quick commoditization and the capital requirements involved. Speakers debate the potential for profitability in the space, emphasizing the need for unique approaches and sustainable value generation. The conversation also touches on the evolving market landscape, the impact of tech giants like Meta, and the importance of founder experience in navigating the AI industry.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode