Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
No Priors: Artificial Intelligence | Technology | Startups
Long-term investment lens in AI impact on companies
Adopting a long-term view on companies by assessing the impact of AI can be an interesting approach for running a hedge fund. It involves categorizing companies based on their susceptibility to automation and then investing based on this lens. The key lies in identifying which companies have the management teams with the vision and capability to make the necessary investments, similar to how Mark managed investments at meta despite initial backlash.
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