E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
All-In with Chamath, Jason, Sacks & Friedberg
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Investing in the Cycle: The Importance of Great Leaders in a Dynamical System
Investing during a dynamical system is difficult to predict/nGreat leaders can still lead despite the unpredictability of the system/nAI venture will shift towards finding great people/nSome series C and later companies have a valuation less than their preference stack
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