392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Threat to AI in Asia
The company is certainly embracing that. There's a lot of money to be made and a lot of innovation happening in the AI infrastructure place. We've got companies that are, you know, basically missing pieces to accelerate AI capability beyond just LLMs. No one's doing victory laps there yet. It's going to get harder and harder. Everybody's chasing it. Valuations are getting bananas. You just have to stay disciplined.
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