The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 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)
Jul 17, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
CoSLA's Stage Orientation
04:18 • 2min
The Importance of Technical Risk in Enterprise Software
06:25 • 3min
The Risks of Investing in OpenAI
09:13 • 3min
The No Veto Policy in the Venture Business
11:45 • 3min
How to Fail Quickly and Cheaply
15:14 • 3min
How to Hire the Right People
17:56 • 3min
How to Hire the Right People
21:21 • 2min
The Role of Reserves in Deep Tech and Open AI
23:30 • 5min
The Future of Clean Tech
28:18 • 3min
The Future of Mining Technology
31:30 • 2min
How to Be a First Check in Open AI
33:08 • 4min
The Threat to AI in Asia
37:31 • 4min
The Future of Technology
41:59 • 3min
The Importance of Predictability in Venture Investment
44:34 • 2min