The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Foundation Models are the Fastest Depreciating Asset in History, Lina Kahn is a Threat to American Capitalism, PE is Not Coming to Save the M&A Market & How China Could Overtake the US in the AI Race with Michael Eisenberg

Jun 19, 2024
Michael Eisenberg, Co-Founder @ Aleph, discusses the depreciation of foundation models in AI investing, the impact of Lina Kahn on capitalism, and the future of M&A market. Insights on China potentially overtaking the US in the AI race and the threats of AI as a weapon in wars. Eisenberg also shares thoughts on liquidity sources for software companies and IPO windows.
56:29

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • AI investing involves risks and value accrual, lessons from dot com era.
  • Private equity may not save software companies, IPOs are viable exit strategies.

Deep dives

AI Transformation and Financial Gold Rush

AI technology is acknowledged as transformative, likened to the internet's impact. The current AI boom offers immense growth potential but also involves substantial financial risks akin to past technology bubbles. Despite the financial gold rush, foundational companies and groundbreaking technologies are expected to emerge, although significant financial losses are also projected.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode