This chapter explores the intricacies of investing in AI, focusing on what makes an investment pitch compelling. It emphasizes the importance of moral character and shared missions among partners, while introducing the concept of 'distance traveled' to illustrate the value of continuous learning in investment.
In this episode, Aria asks Reid about his general and AI-specific investment philosophies, including what draws him to a pitch and what raises red flags. They discuss agentic AI, robots, and hardware.
For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/