This chapter explores the vast amount of data on YouTube and how it drives value creation. It also highlights the multi-mode nature of YouTube's data and discusses the importance of proprietary data for model quality.
(0:00) Bestie intros!
(2:08) Apple Vision Pro breakdown
(20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance
(32:53) Positive signals indicating a big SaaS bounceback
(41:06) VCs are split into three camps on how to approach AI investing