389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Future of Modeling
There's a lot of players, but they're all building like fairly generalized models. Some companies will build very specific tailored models for specific use cases. My instinct is there's going to be a fair amount of luck required to correctly pick the right winner in that market.
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