Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation - Meb Faber Research - Stock Market and Investing Blog
Had the pleasure of speaking with Delian Asparouhov (@zebulgar), Co-Founder, President and Chairman of @VardaSpace and Partner at @foundersfund.
We spoke about microgravity manufacturing, the next generation of space companies, media’s role in technology, speed, the Hollywood model of startups, and... See more
Alex LaBossierex.comPeter Thiel: “AI in 2024 is like the Internet in 1999”
“It’s clearly going to be important, big, transformative, have all kinds of interesting social and political effects - maybe even effects about how humans think about themselves. But on a business level, it’s very, very treacherous. There were a lot of different... See more
Startup Archivex.com
Shifting AI market signals: from visionary hype to disciplined capital allocation, with bold predictions on Anthropic and Amazon.
TRANSCRIPT
I think that is flipping. I think markets are now more excited about the people who, as you say, come out as the adult in the room, who say, here is our responsible plan for how we're going to manage the balance sheet and spend the cash that we have on data centers and AI over the next few years.
And I think that is going to be the bullish signal,
... See more