441. ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
The Battle for Market Share in AI: Big Tech Incumbents vs. AI Startups
This chapter analyzes the competition between big tech giants like Microsoft and Google and AI startups in the market share of AI technologies. It highlights the advantages and challenges faced by both incumbents and startups, discusses slow adoption rates of cloud-based software, potential opportunities for innovation, and the impact of M&A and regulations on AI investing. The episode delves into the evolution of the fintech industry, emphasizing the shift towards creating new financial products with AI and structural advantages, and the concept of the power law in markets regarding the future of finance and AI.
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