392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Future of Mining Technology
Batteries are a really challenging problem and automakers are incredibly slow adopters, right? You got to get A samples, B samples, C samples, you could be designed in multiple years in advance. We are looking at a lot of really cool mining technologies because it's such an important market. It's also bad for the environment, the pollution, the contamination of tailing ponds.
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