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20VC: In AI Who Wins? Startups or Incumbents? What Happens to Wealth Inequality? Why Will $10BN+ Companies Only Have 10 People | Why Defensibility in Startups is BS & Speed is Everything? Why Large Groups Worsen Decision-Making with Sarah Guo
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Opportunity for AI: services not software
A significant part of the opportunity for AI is services not software market so as a software investor traditionally you're like okay here's the stack there's chips and cloud infra and developer tools. I think it's a mess to be like that's the opportunity forAI because we're doing more work that is today, he says.
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