Deirdre Bosa on Vibe Coding & Vibe Shifts In Silicon Valley
RiskReversal Pod
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Shifting Dynamics in AI Investment
This chapter explores the changing landscape of artificial intelligence investments, contrasting the stagnation of major tech companies in public markets with the rapid growth of AI-native applications in the private sector. It highlights the financial differences between infrastructure giants and agile app companies, as well as the strategic decisions startups face regarding growth and acquisition. The chapter emphasizes the need for traditional firms to adapt amid rising valuations of private tech companies and discusses the work ethic of Silicon Valley founders dedicated to long-term business building.
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