390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Importance of Deep Domain Expertise
I find that very few investors spend time in it. Most are focused on other areas, but I'm curious specifically within this domain. What gets me excited about the physical world is just the enormity of the opportunity. Once you connect the physical world with the cloud, the kinds of things you can do are absolutely incredible.
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