410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Introduction
Tim Tully, partner at Menlo Venture, shares his journey from working at companies like Splunk and Yahoo to becoming an investor, highlighting his experiences in various fields and the scale of the companies he has been a part of.
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