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11min chapter
Trust, Moats, and Regulation in the Business of AI feat. Jerry Chen
Ask More of AI
The Impact of AI on Investments
This chapter discusses the impact of AI on investments, focusing on companies that are AI-native and those that are transitioning to become AI-native. It covers the evolution of AI technology, the incorporation of AI into existing workflows, the potential of chat as a dominant system of engagement, the concept of AI agents uncovering unknown intentions and goals, the various layers of the AI stack, and the significance of moats at each layer.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode